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Settings

Workspace, pipeline, notifications, team and integrations

Workspace

Shown on reports and in emails sent from Relay.

Pipeline stages

The stages every deal moves through, and how likely each is to close.

  • Lead

    Open stage · 10 deals

  • Qualified

    Open stage · 9 deals

  • Proposal

    Open stage · 7 deals

  • Negotiation

    Open stage · 6 deals

  • Won

    Closed stage · 18 deals

  • Lost

    Closed stage · 10 deals

Probabilities weight the forecast on Overview and Reports.

Notifications

Choose what Relay emails you about.

  • When a teammate assigns you a deal or contact.

  • When a deal you own moves to another stage.

  • A reminder on the morning a task is due.

  • Every Monday at 09:00: pipeline, wins and overdue tasks.

Team and roles

Who can see and edit deals in this workspace.

Integrations

Connect the tools your team already uses.

  • Gmail

    Connected

    Log emails to the matching contact and deal.

  • Google Calendar

    Connected

    Sync meetings and book demos from a deal.

  • Slack

    Post won deals and stage changes to a channel.

  • Zoom

    Create meeting links and attach recordings.

  • Stripe

    Turn a won deal into an invoice.

  • Zapier

    Connected

    Connect Relay to thousands of other apps.

API keys

Create contacts and deals from your own systems. Keep keys secret.

  • Production

    Created 12 Mar 2026Used 2 minutes ago
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  • Staging

    Created 4 Jan 2026Used 6 days ago
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