The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
relavate: {
type: "app",
app: "relavate",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.relavate.co/api/vendors/partners/all`,
headers: {
"X-key": `${this.relavate.$auth.api_key}`,
"X-secret": `${this.relavate.$auth.api_secret}`,
"X-partnerType": `${this.relavate.$auth.partner_type}`,
},
})
},
})
Automated Lead Capture and Follow-Up: Automatically add new leads captured from various sources like web forms (using Typeform or Google Forms) directly into Relavate as contacts. Set up subsequent automated emails (using SendGrid or Mailgun) to these contacts to ensure timely follow-up, enhancing lead engagement without manual intervention.
Deal Progress Notification: Monitor changes in deal stages within Relavate and automatically send notifications via Slack or email whenever a deal progresses or closes. This keeps teams informed in real-time, improving coordination and response times in dynamic sales environments.
Task Synchronization Across Platforms: Sync tasks and reminders from Relavate with other project management tools like Asana or Trello. Whenever a task is updated or a new task is created in Relavate, reflect these changes in the chosen project management tool, ensuring consistency and visibility across different platforms and teams.
This component enables you to create a new affiliate lead for marketing. See the documentation
Relavate uses API keys for authentication. When you connect your Relavate account, Pipedream securely stores the keys so you can easily authenticate to Relavate APIs in both code and no-code steps.
To retrieve your API Key, API Secret, and Partner Type,