Overloop integration
All-in-one CRM & Sales Automation Platform.
What your agents can do with Overloop
30 pre-built Overloop tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (17)
Update Organization
Updates an organization.
Update Deal
Updates a deal.
Update Contact
Creates a new contact.
Move Deal
Moves a deal.
Mark Deal as Won
Marks a deal as won.
Mark Deal as Lost
Marks a deal as lost.
Get Organization
Retrieves an organization by id.
Get Deal
Retrieves a deal by id.
Get Contact
Retrieves a contact by id.
Exclude Contact
Add a contact to the exclusion list.
Enroll Organization
Enroll an organization in a workflow.
Enroll Deal
Enroll a deal in a workflow.
And 5 more, available in the tool step browser.
Triggers (13)
New Workflow Created
Emit new event each time a workflow is created.
New User Created
Emit new event each time a user is created.
New Stage Created
Emit new event each time a stage is created.
New Pipeline Created
Emit new event each time a list is created.
New Organization Created
Emit new event each time an organization is created.
New List Created
Emit new event each time a list is created.
New Exclusion List Item Created
Emit new event each time an exclusion list item is created.
New Deal Won
Emit new event each time a deal is won.
New Deal Lost
Emit new event each time a deal is lost.
New Deal Created
Emit new event each time a deal is created.
New Contact Replied
Emit new event each time a contact replies to an email or LinkedIn message.
New Contact Created
Emit new event each time a contact is created.
And 1 more, available in the tool step browser.
Set up Overloop in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Overloop account
In Relevance AI, open Integrations and add Overloop, then paste your API key. You will find it in your Overloop account settings.
Use Overloop in an agent
Create a tool, add a Overloop tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Overloop to work in your agents
Connect Overloop alongside 1,800+ other integrations and let your agents run the busywork.