New

New

New

Integrate with Google contacts in Personal workspace

Sep 30, 2024
Sep 30, 2024
Sep 30, 2024

Overview

You can now integrate Google Contacts in your personal workspace. This makes it easier to connect and manage your personal contacts in Relate.

How it works

How to get started

  1. Go to your personal workspace admin page. (in the app, tap My workspace and go to Manage workspace) (or on the web, access the admin page and select Personal workspace)

  2. Under the Workspace section, in Integrations, select Google and click Connect.

  3. Select the account you want to integrate with, sign in to Google, agree to provide permissions, and the integration is complete.


2. Quality upgrade

We've also been working on improving Relate's product quality.

  1. We've improved the Sequences tab on the Organization detail page to let you to see sequences centered on contacts.

  2. Sequences can be added from individual contacts in an Organization via 'Add to sequence'.

Added Reporting weekly option

The weekly option has been added to the column chart by x axis on the Reporting page to allow you to view data on a weekly basis.

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The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator