Relate Integrations

Name: Zapier
Availability: InStock

Put Relate to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Or pick an app to pair with

Slack

Team Chat

FeatPaper

Documents

Tally

Forms & Surveys

Google Contacts

Contact Management, Google

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Discord

Team Chat

Apollo

Sales & CRM

MySQL

Databases

Slack

Team Chat

FeatPaper

Documents

Tally

Forms & Surveys

Google Contacts

Contact Management, Google

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

FeatPaper

Documents

Tally

Forms & Surveys

Google Contacts

Contact Management, Google

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Discord

Team Chat

Apollo

Sales & CRM

MySQL

Databases

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets
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Google Sheets + Relate
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

Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets

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Google Sheets + Relate

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

Details

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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 new Relate orgs, contacts, deals, and notes from new Typeform entries

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Typeform + Relate

Send channel messages in Slack for newly created notes in Relate

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Relate + Slack

Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created

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Calendly + Relate

Create notes in Relate for new Typeform entries

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Typeform + Relate

Create new Relate contacts from new or updated Google Forms responses

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Google Forms + Relate

Update Microsoft Teams messages when pipeline stages are updated in Relate
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Relate + Microsoft Teams
Create new Relate orgs, contacts, deals, and notes from new Typeform entries
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Typeform + Relate
Send channel messages in Slack for newly created notes in Relate
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Relate + Slack
Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created
Details
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Calendly + Relate
Create notes in Relate for new Typeform entries
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Typeform + Relate
Create new Relate contacts from new or updated Google Forms responses
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Google Forms + Relate

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.

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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Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with 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
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- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
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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Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It
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
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- 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 Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write

For builders

Let your AI safely access Relate

Go beyond Zap workflows. Install Zapier in your AI to call Relate 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 Relate 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

Add Contact Entry to List
Add Contact Entry to Process

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Relate 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 Relate connection @ https://zapier.com/de/app/assets/connections

Run an action

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

const zapier = createZapierSdk();

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

await zapier.runAction({
  app: 'relate',
  action: 'add_contact_entry_to_list',
  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.

Relate Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Relate

Relate is a simple collaborative sales and CRM software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Relate Integrations

Put Relate to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets

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

Create new Swit messages from newly created Relate notes

Create Relate leads & contacts from new Tally submissions

Create contacts in Relate from new Slack channel messages

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

Create orgs, contacts, deals, and notes in Relate for each new or updated row in Google Sheets

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

Create new Swit messages from newly created Relate notes

Create Relate leads & contacts from new Tally submissions

Create contacts in Relate from new Slack channel messages

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

Update Microsoft Teams messages when pipeline stages are updated in Relate

Create new Relate orgs, contacts, deals, and notes from new Typeform entries

Send channel messages in Slack for newly created notes in Relate

Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created

Create notes in Relate for new Typeform entries

Create new Relate contacts from new or updated Google Forms responses

Update Microsoft Teams messages when pipeline stages are updated in Relate

Create new Relate orgs, contacts, deals, and notes from new Typeform entries

Send channel messages in Slack for newly created notes in Relate

Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created

Create notes in Relate for new Typeform entries

Create new Relate contacts from new or updated Google Forms responses

Let your AI safely access Relate

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Relate Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Relate Integrations

Popular Relate Integrations

Connect Your App Accounts to Zapier