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Releventful Platform Guidance & Support

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Written by Releventful Support
Updated this week

📌 Releventful Platform Guidance & Support

At Releventful, we are committed to your success. Our support team is here to provide expert guidance on how to get the most out of the Releventful platform, as well as basic support for connected third-party integrations. To set expectations and clarify the scope of our assistance, please review the categories below:


✅ Releventful Support & Setup

We offer full support to help you confidently navigate and maximize the use of our platform.

✔️ Platform Training & Best Practices
Releventful provides a combination of video-guided training resources, help documentation, and 1:1 onboarding support through our included setup services to help you implement best practices and confidently use the platform.
If your team would benefit from additional customized 1:1 support beyond onboarding, please contact our support team via in-app chat or email us at support@releventful.com to learn more about our extended service options.

✔️ Website Lead Form Usage
We offer full support for using the Releventful website lead form, including how to set it up, customize it, and integrate it into your sales process.

✔️ Website Form Embedding Guidance
We provide basic assistance on how to insert the website lead form into your website, such as where to place the code and how to test it.


🔄 Integration Support

We assist with Releventful’s supported integrations, while deferring internal platform issues to the respective third parties.

✔️ Supported Third-Party Connectivity (e.g., QuickBooks, Zapier)
We can help troubleshoot integration issues to ensure Releventful is correctly sending data to supported platforms.

External Platform Feature Support
We cannot troubleshoot or guide you on internal features or functionality of third-party platforms (e.g., invoice formatting in QuickBooks or workflow logic in Zapier).

Non-Supported Platforms (e.g., Marketing or Productivity Apps via Zapier)
We do not provide support or guidance on third-party tools that fall outside of our officially supported integrations.


Our focus is to ensure your success within the Releventful ecosystem. Given the vast number of external tools available today, our team concentrates on providing high-value support where we can make the biggest difference: helping you succeed with Releventful.

Please reach out with any questions — we’re always here to help where it matters most.

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