1. Zapier Integration
  2. What is Zapier?

Zapier 101

Zapier 101

Zapier is a tool that can easily integrate SaaS applications without coding. It supports 5 free integrations (Zap), and after 5, you can use up to 20 by paying $19.99 per month.

Relate can integrate with 4,000+ applications through Zapier.

Zapier integration has two parts: Trigger and Action.

For example, if a lead is newly created through the Facebook Ad (Trigger), a message is sent to Slack to notify the team members (Action).

Trigger Example (Source: Zapier)

Trigger Example

Action Example (Source: Zapier)

Action Example

Multi-Step

Zapier’s multi-step provides even complex IF/THEN functions.

Multi-Step

Additional Logic

Zapier also supports various logics such as delay, filter, format, sending email, etc.

Additional Logic

A collection of useful resources to learn more about Zapier