Releventful and Salesflare

CRM (Customer Relationship Management) releventful.com ↗

How to connect Releventful

Via Zapier — 10 operations available. Set it up ↗

What you can automate

When new Lead in Releventful, find or create contact in Salesflare.
When sales Stage Changed in Releventful, create opportunity, then find or create contact in Salesflare.

About Releventful

Releventful is customer relationship management solution built for the event industry. Connect with your customers, automate your workflows, and have clear insight into your operations.

Releventful operations on Zapier

Triggers (5)

Start a workflow when this happens

Contract Signed or Deposit Paid — Triggers when a contract is signed or a deposit is paid in Releventful. Includes customer and event details, plus an Event ID for use in follow-up actions.
Event Status Changed — Triggers when an event status changes in Releventful. Includes event, contact, and booking details, plus an Event ID for use in follow-up actions.
New Lead — Triggers when a new lead is created in Releventful.
New Web Inquiry — Triggers when a new website inquiry is received in Releventful. Includes inquiry and contact details for follow-up workflows.
Sales Stage Changed — Triggers when a sales stage changes in Releventful. Includes lead, event, and contact details, plus an Event ID for use in follow-up actions.

Actions (4)

Things Salesflare can make it do

Create Lead — Use this action to create a new lead in Releventful from external systems such as forms, CRMs, or marketing tools. Required fields are minimal, but providing more event details will improve your workflow automation and booking process.
Update Event Notes — Use this action to update the notes for an event in Releventful. Map the Event ID from a previous Releventful trigger. Do not use the trigger's id field.
Update Event Status — Use this action to move an event to a new status in Releventful. Map the Event ID from a previous Releventful trigger. Do not use the trigger's id field.
Update Sales Stage — Use this action to move an event to a new sales stage in Releventful. Map the Event ID from a previous Releventful trigger, such as New Lead, Contract Signed or Deposit Paid, Sales Stage Changed, or Event Status Changed.