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Relavate Integrations

CRM (Customer Relationship Management)

Put Relavate to work with AI and enterprise-grade automation

Automate smarter with Relavate and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Google Sheets with RelavateIntegrate Google Sheets with Relavate
Google Sheets
Google, Spreadsheets
Integrate Gmail with RelavateIntegrate Gmail with Relavate
Gmail
Email, Google
Integrate Google Calendar with RelavateIntegrate Google Calendar with Relavate
Google Calendar
Calendar, Google
Integrate Google Drive with RelavateIntegrate Google Drive with Relavate
Google Drive
File Management & Storage, Google
Integrate HubSpot with RelavateIntegrate HubSpot with Relavate
HubSpot
Marketing Automation
Integrate Google Forms with RelavateIntegrate Google Forms with Relavate
Google Forms
Forms & Surveys, Google
Integrate Notion with RelavateIntegrate Notion with Relavate
Notion
Task Management
Integrate Facebook Lead Ads with RelavateIntegrate Facebook Lead Ads with Relavate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with RelavateIntegrate Mailchimp with Relavate
Mailchimp
Marketing Automation
Integrate Google Sheets with RelavateIntegrate Google Sheets with Relavate
Google Sheets
Google, Spreadsheets
Integrate Gmail with RelavateIntegrate Gmail with Relavate
Gmail
Email, Google
Integrate Google Calendar with RelavateIntegrate Google Calendar with Relavate
Google Calendar
Calendar, Google
Integrate Google Drive with RelavateIntegrate Google Drive with Relavate
Google Drive
File Management & Storage, Google
Integrate HubSpot with RelavateIntegrate HubSpot with Relavate
HubSpot
Marketing Automation
Integrate Google Forms with RelavateIntegrate Google Forms with Relavate
Google Forms
Forms & Surveys, Google
Integrate Google Sheets with RelavateIntegrate Google Sheets with Relavate
Google Sheets
Google, Spreadsheets
Integrate Gmail with RelavateIntegrate Gmail with Relavate
Gmail
Email, Google
Integrate Google Calendar with RelavateIntegrate Google Calendar with Relavate
Google Calendar
Calendar, Google
Integrate Google Drive with RelavateIntegrate Google Drive with Relavate
Google Drive
File Management & Storage, Google
Integrate HubSpot with RelavateIntegrate HubSpot with Relavate
HubSpot
Marketing Automation
Integrate Google Forms with RelavateIntegrate Google Forms with Relavate
Google Forms
Forms & Surveys, Google
Integrate Notion with RelavateIntegrate Notion with Relavate
Notion
Task Management
Integrate Facebook Lead Ads with RelavateIntegrate Facebook Lead Ads with Relavate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with RelavateIntegrate Mailchimp with Relavate
Mailchimp
Marketing Automation

Top companies trust Zapier to automate work and free up time

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Relavate triggers, actions, and search
    New Affiliate Campaign

    Triggers when a new affiliate campaign is created.

    Trigger
    Polling
    Try It
  • Relavate triggers, actions, and search
    New Deal Attachment

    Triggers when a new deal attachment is added in any deal.

    Trigger
    Polling
    Try It

For builders

Let your AI safely access Relavate

Go beyond Zap workflows. Install Zapier in your AI to call Relavate actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Relavate from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Associate Client With Vendor
  • Create Deal Task

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Relavate actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Relavate connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "relavate", owner: "me" });

await zapier.runAction({
  app: 'relavate',
  action: 'associate_client_vendor',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Relavate Help & Support

Common questions

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About Relavate
Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners
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