With Zapier, you can automate workflows between Releventful and tools like Google Sheets, Facebook Lead Ads, Gmail, Slack, and more.
What’s New
Releventful now supports two-way Zapier automation, allowing you to:
Create leads from external systems
Update sales stages and event statuses
Add notes to events
Use dynamic dropdowns for easier setup
Support multiple business brands
Prevent automation loops automatically
Step 1: Copy Your API Key
Go to Settings in the side navigation
Click on the Business Setup tab
Scroll to Connect with Zapier
Click Copy to copy your API Key
Step 2: Make a Zap
Log into Zapier (or create an account)
Click Create Zap
In the “Trigger” step, search for Releventful
Triggers (When This Happens)
Choose the event that will start your automation:
New Web Inquiry – triggers when a new website inquiry is received
New Lead – triggers when a new lead is created
Contract Signed or Deposit Paid – triggers when a contract is signed or deposit is paid
Sales Stage Changed – triggers when the sales stage changes
Event Status Changed – triggers when the event status changes
Connect Your Account
Click Sign in to Releventful
Paste your API Key
Click Continue
Your account is now connected. You won’t need to reconnect it again.
Actions (Do This in Releventful)
After selecting a trigger, you can send data into Releventful using actions:
Create Lead
Create a new lead and event in Releventful from another app.
Update Sales Stage
Move a lead through your sales pipeline (e.g., Qualified → Negotiating → Closed Won).
Update Event Status
Update event status (e.g., Not Set → Booked).
Update Event Notes
Add or update notes (event description).
Key Concept: Event ID
Many actions require an Event ID.
This is returned from triggers and the Create Lead action
It is used to update the correct event
⚠️ Important:
Use the eventId field
Do NOT use the trigger’s
idfield
Example Workflow
Automate Lead Follow-Up
Trigger: New Lead
Action: Update Sales Stage → Qualified
Action: Add Event Notes
Action: Send Email via Gmail
Automate Booking Flow
Trigger: Contract Signed or Deposit Paid
Action: Update Event Status → Booked
Action: Add Event Notes
Action: Send Slack Notification
Multi-Brand Support
If your account uses multiple business brands:
The Create Lead action includes a Business Brand dropdown
Select the correct brand when creating a lead
If no brand is selected, the primary business will be used
Avoiding Automation Loops
If you create workflows like:
Event Status → Update Sales Stage
Sales Stage → Update Event Status
You may create a loop.
Releventful includes safeguards to prevent loops from Zapier-originated updates, but you should still:
Avoid circular automations
Use Zapier filters or paths when needed
Best Practices
Start simple (one trigger → one action)
Always map
eventIdfor follow-up actionsUse dropdown fields for statuses and stages
Build workflows incrementally
Next Steps
Once your trigger is set:
Choose an Action App
Configure your action
Test your Zap
Turn it on
Need Help?
Check out Zapier’s Help Center for more details on building Zaps, or explore Releventful’s integration examples for inspiration.