RelayBecome a partner ↗
CRM / native route

Northstar CRM
meets Relay.

Keep deal records, owners, and next steps aligned with every operational handoff.

Request connection ↗
Northstar CRMDeal stage updated
01WHEN
RRelaylogic + routing
02THEN
✓Action completeAssign next workflow
Connection overview

Keep work in motion.

Northstar CRM connects the commercial record to work that happens after each deal event. Teams get a clear owner and next step without copying data between systems.

ROUTE SPEC / NORTHSTAR-CRM
Trigger
Deal stage updated
Action
Assign next workflow
Connection
Native
Setup
~5 minutes
Field notes / common routes

Put it to work.

01

Start onboarding when a deal becomes won.

02

Escalate high-value opportunities without an owner.

03

Update CRM notes when delivery milestones finish.

Connection protocol

Three stops to live.

  1. 1

    Connect the right Northstar CRM team.

  2. 2

    Select a deal event and map its owner and account fields.

  3. 3

    Run a test deal through the route and publish it.

Signal notes / FAQ

Northstar CRM questions

Does Relay update existing contacts?

Yes. Match by a stable contact or account ID before applying mapped updates.

Can workflows react to custom fields?

Custom deal fields can trigger conditions when they are available to the connected account.