Integrations

Redtail

• Connecting Your Redtail Account to Relate

Embedded Relate for Salesforce

• Workspace Templates for Embedded Relate
• New User Onboarding in Embedded Relate for Salesforce
• Manage your Text Messages with Embedded Relate for Salesforce
• Setting and enabling the Out of Office Automatic Response on Embedded Relate for Salesforce
• Logging into Embedded Relate for Salesforce

WhatsApp

• WhatsApp Integration on Relate
• Create WhatsApp Templates
• Send WhatsApp Messages on Hearsay Desktop
• WhatsApp Integration Onboarding

Wealthbox

• Connecting Your Wealthbox Account to Relate