Integrate Relate with Retently
Sync customer profiles between Relate and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant deal updates or organizational changes, and use survey feedback to enhance customer relationship management strategies.
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About Relate
Relate is a platform for managing contacts, deals, and organizations. It allows users to create, update, and delete contacts, deals, notes, and organizations while providing triggers for data changes.
Relate to Retently
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.Organization Created
Triggers when a new organization is created. Return organization data with custom fields.Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.Deal Created
Triggers when a new deal is created. Return deal data with custom fields.Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.Retently to Relate
Create Deal
Creates a deal in the workspace.Create Organization
Creates an organization.Update Contact
Updates a contact.Update Note
Updates a note.Find Contact
Finds a contact.Find Note
Finds a note from Relate.Find or Create Contact
Finds a contact.Find or Create Note
Finds a note from Relate.Create Contact
Creates a contact.Create Note
Creates a note into selected organization.Create Org & Contact & Deal & Note
Creates a new organization, contact, deal, and note.Update Deal
Updates a deal in the workspace.Update Organization
Updates an organization.Find Deal
Finds the last deal from organization.Find Organization
Finds an organization.Find or Create Deal
Finds the last deal from organization.Find or Create Organization
Finds an organization.
Alex Bitca
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