See what's new in Relate 0.8.0 release:
Data Views lets you save presets for your pipeline, leads, and contacts. It's a great way to track relevant customers filtered & sorted by you and your team.
You can use Data Views to set up a few presets you could go back to every day:
Pages you can use Data Views with:
Zapier Trigger v1.0
You can now set up Zapier triggers to send Relate notes, leads, deals, and contacts to whichever tool you choose to share with. For example, you can now share new notes created in Relate with a Slack channel.
This link directs you to a pre-made Zapier integration between Slack and Relate: https://zapier.com/shared/93e3cbb21d5e2e16b9bb7e3ecdb1e2dfb0f61491
Feel free to reach out if you have any questions regarding today's newest features. We're happy to help!