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Relatable and Salesflare

CRM (Customer Relationship Management) relatable.one ↗

How to connect Relatable

What you can automate

  • When new Reminder Created in Relatable, create task in Salesflare.

About Relatable

Relatable is a personal CRM that helps you be excellent with people.

Relatable operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Contact Removed or Added to Sphere — Triggers when a contact is removed/added to a Sphere inside of Relatable.
  • New Reminder Created — Triggers when a new reminder is created in Relatable

Actions (3)

Things Salesflare can make it do

  • Create Interaction — Creates a new interaction (call, meeting, email, etc.) for a contact
  • Create or Update a Contact — Create or update a contact
  • Message Whiz — Send a message to Whiz AI assistant and optionally wait for response

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