Running next to your CRM
- Leads in: ask your providers to send leads to both your CRM and Relay. See lead sources.
- Nothing to remove: your CRM keeps working the way it does today.
- Importing old customers: Relay does not pull records from your CRM. Text us if you want existing customers brought in.
Relay does not send leads or notes back into your CRM yet. Keep logging deals in your CRM as you do today.
Email customers from Relay
To let reps email customers from a conversation, an owner fills in Conversation Email in Settings > Integrations: the From Name, From Email, and a SendGrid API Key (an email-sending account). Replies come back into the same conversation. Text us if you need help setting this up.
Common questions
Does Relay replace my CRM?
It does not have to. Relay runs next to your CRM. Providers send leads to both, and your reps answer in Relay.
Does Relay send leads back to my CRM?
Not yet. Keep your providers sending leads to your CRM as well as to Relay.
Stuck on something this guide does not cover? Text the Relay team at 778-764-1975, call 1-855-467-2999, or email tej@razzytech.com. Back to all help guides.