Relate integration with SalesClue
How to Create file share links in SalesClue when new contacts are created in Relate
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create file share links in SalesClue when new contacts are created in Relate" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Relate integrations
Relate actions
Nekton can use any feature that is available in Relate API.
Using our advanced AI, you can easily create custom automations for Relate.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact
Generate Lead & Contact
Generate a new lead(organization) with contact
Update Organization
Updates an Organization
Find Organization
Finds an Organization
Find or Create Deal
Finds a Deal from the Workspace
Create Organization
Create an Organization.
About Relate
Relate is a simple collaborative sales and CRM software.