Relate Integrations

CRM (Customer Relationship Management)

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Slack

Team Chat

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Apollo

Sales & CRM

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Tally

Forms & Surveys

Google Contacts

Contact Management, Google

Google Forms

Forms & Surveys, Google

Slack

Team Chat

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Apollo

Sales & CRM

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Apollo

Sales & CRM

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Tally

Forms & Surveys

Google Contacts

Contact Management, Google

Google Forms

Forms & Surveys, Google

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Quickly automate Relate integrations with Zapier's templates

Create deal in Relate and send channel message in Slack for new deals
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Relate + Slack
Create new Swit messages from newly created Relate notes
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Relate + Swit
Create Relate leads & contacts from new Tally submissions
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Tally + Relate
Create contacts in Relate from new Slack channel messages
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Slack + Relate
Create new contacts in Apollo and automatically generate corresponding orgs, contacts, deals and notes in Relate
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Apollo + Relate
Update Microsoft Teams messages when pipeline stages are updated in Relate
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Relate + Microsoft Teams

Create deal in Relate and send channel message in Slack for new deals

Relate + Slack

Create new Swit messages from newly created Relate notes

Relate + Swit

Create Relate leads & contacts from new Tally submissions

Tally + Relate

Create contacts in Relate from new Slack channel messages

Slack + Relate

Create new contacts in Apollo and automatically generate corresponding orgs, contacts, deals and notes in Relate

Apollo + Relate

Update Microsoft Teams messages when pipeline stages are updated in Relate

Relate + Microsoft Teams

Supported triggers and actions

What does this mean?

Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
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Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
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Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
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Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
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Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
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- OrganizationRequired
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write

- Organization NameRequired
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Note ID
- New note body
Action
Write
- Contact Name
- Email
- Phone
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Organization ID
- Contact Title
Action
Search or write
- Organization IDRequired
- Organization Name
- Author email
- Note bodyRequired
- Author ID
Action
Search or write

Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
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Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
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Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
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Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- Organization ID
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
Action
Write
- Organization IDRequired
- Author ID
- Author email
- Note bodyRequired
Action
Write
- Company NameRequired
- Company Website
- Company Description
- Organization Assignee
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- DealRequired
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization NameRequired
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Organization ID
- Organization Name
Action
Search
- Organization NameRequired
Action
Search
- OrganizationRequired
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization NameRequired
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

About Relate

Relate is a simple collaborative sales and CRM software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Popular Relate Integrations