What you can automate

When contact Created in Relate, find or create contact in Salesflare.

When deal Assignee Updated in Relate, create opportunity in Salesflare.

When deal Created in Relate, create opportunity in Salesflare.

When deal Updated in Relate, create opportunity in Salesflare.

When organization Created in Relate, find or create account in Salesflare.

When note Created in Relate, create internal note in Salesflare.

About Relate

Relate is a simple collaborative sales and CRM software.

Relate operations on Zapier

Start a workflow when this happens

Contact Created — Triggers when a new contact is created. Return contact data with custom fields.
Contact Deleted — Triggers when a contact is deleted. Return contact data with custom fields.
Deal Assignee Updated — Triggers when a deal assignee is updated. Return deal data with custom fields.
Deal Created — Triggers when a new deal is created. Return deal data with custom fields.
Deal Deleted — Triggers when a deal is deleted. Return deal data with custom fields.

Show 9 more triggers

Deal Updated — Triggers when a deal is updated. Return deal data with custom fields.
Entry Created — Triggers when a new Entry is created. Return entry data with fields.
Entry Deleted — Triggers when a entry is deleted. Return contact data with fields.
Entry Updated — Triggers when a contact is updated. Return contact data with fields.
Note Created — Triggers when a new note is created. Return note data with custom fields of related lead.
Note Deleted — Triggers when a note is deleted. Return note data with custom fields of related lead.
Organization Created — Triggers when a new organization is created. Return organization data with custom fields.
Organization Deleted — Triggers when an organization is deleted. Return organization data with custom fields.
Pipeline Stage Updated — Triggers when a pipeline stage is updated. Return deal data with custom fields.

Things Salesflare can make it do

Add Contact Entry to List — adds an entry for a contact into a selected list
Add Contact Entry to Process — Adds an entry for a contact into a selected process.
Add Organization Entry to List — Adds an entry for an organization to the selected list
Add Organization Entry to Process — Adds an entry for a organization into a selected process
Create Contact — Creates a Contact

Show 14 more actions

Create Deal — Create a Deal in the workspace
Create Note — Create a Note into selected Organization.
Create Org & Contact & Deal & Note — Create new organization, contact, deal and note
Create Organization — Create an Organization.
Find or Create Contact — Finds a Contact
Find or Create Deal — Finds the last deal from organization
Find or Create Note — Finds a Note from Relate.
Find or Create Organization — Finds an Organization
Update Contact — Updates a Contact
Update Contact Entry — Update contact entry
Update Deal — Updates a Deal in the workspace
Update Note — Update a Note. (a Note should be found)
Update Organization — Updates an Organization
Update Organization Entry — Update organization entry

Look up existing records

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Relate and Salesflare