Relate and Salesflare

How to connect Relate

Relate is a simple collaborative sales and CRM software.

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