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System update: Connect Relenta with hundreds of apps with Zapier

With our new Zapier integration, you can connect Relenta with hundreds of useful apps to automate your workflows and save precious time.

How it works

Zapier is an impressive platform that integrates the apps you use, helping you automate tasks and get more out of your data.

A connection between two Zapier-enabled apps is called a “Zap.” Each Zap is an instance of automation created using Triggers and Actions.

Triggers are defined as an event in one app, for example, creating a new contact or activity in Relenta. This event triggers an Action in another app, such as adding a corresponding record in Google Contacts or event in Google Calendar.

No coding is required. All you need to set it up is a Zapier account, a game plan, and the burning desire to invest a little time now to save tons of time later on.

Adding a Zap with Relenta

Currently the Relenta app on Zapier is in invite-only mode and you will need this invite link:

https://zapier.com/developer/invite/33455/b56b334e18dcb46bac1aeee6c1462602/

Click the “Accept Invite and Go To Dashboard” button.

Once you’re in your Zapier dashboard, click the “Make a New Zap” button.

Relenta can be a Trigger app or an Action app, depending on your game plan. The instructions below are for Relenta as a Trigger app.

First, search for and select “Relenta CRM” as your trigger app.

Now select one of the trigger actions – New Activity or New Contact.

After you click the “Save + Continue” button, you will be prompted to connect your Relenta account. To do that, you will need your Relenta Account Name and Department Key which you can obtain from your Relenta Account Dashboard > API tab:

NB! Make sure you use the appropriate Department Key and not the API key.

Follow Zapier’s on-screen instructions for testing the new connection. When satisfied with the results, click “Continue”.

You will be prompted to choose your Action app, then define the actions and map the data fields. The specifics will differ from one Action app to another – refer to the Zapier help portal for further information.

To add Relenta as an Action app, you will need go through the above process in reverse, meaning choose and connect to your Trigger app first, then select Relenta as an Action app and map the data fields – you get the idea.

From our experience, Zapier is a powerful platform with an enormous amount of options. As such, mastering it may take more than a little tweaking, especially if this is your first time. It is simple, but not necessarily easy. Don’t be shy and email us with any questions, we are always here for you.

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