1CRM and Salesflare

How to connect 1CRM

When new or Updated Account in 1CRM, find or create account in Salesflare.
When new or Updated Contact in 1CRM, find or create contact in Salesflare.
When new or Updated Invoice in 1CRM, create opportunity, then find or create contact in Salesflare.
When new or Updated Lead in 1CRM, find or create contact in Salesflare.
When new or Updated Opportunity in 1CRM, create opportunity in Salesflare.
When new or Updated Payment in 1CRM, create opportunity, then find or create contact in Salesflare.

1CRM allows you to organize a large part of your business within a single web application, and access that information at any time or place.

Start a workflow when this happens

New or Updated Account — Triggers when an account is created or updated.
New or Updated Contact — Triggers when a contact is created or updated.
New or Updated Invoice — Triggers when an invoice is created or updated.
New or Updated Lead — Triggers when a lead is created or updated.
New or Updated Opportunity — Triggers when an opportunity is created or updated.

Show 4 more triggers

New or Updated Payment — Triggers when a payment is created or updated.
New or Updated Quote — Triggers when a quote is created or updated.
New or Updated SalesOrder — Triggers when a salesorder is created or updated.
New or Updated Task — Triggers when a task is created or updated.

Things Salesflare can make it do

Create / Update Account — Creates a new account or updates an existing account.
Create / Update Contact — Creates a new contact or updates an existing contact.
Create / Update Invoice — Creates a new invoice or updates an existing invoice.
Create / Update Lead — Creates a new lead or updates an existing lead.
Create / Update Opportunity — Creates a new opportunity or updates an existing opportunity.

Show 4 more actions

Create / Update Payment — Creates a new payment or updates an existing payment.
Create / Update Quote — Creates a new quote or updates an existing quote.
Create / Update SalesOrder — Creates a new salesorder or updates an existing salesorder.
Create / Update Task — Creates a new task or updates an existing task.

Look up existing records

Show 4 more searches

Start a workflow when this happens

Things Salesflare can make it do

Add Related Records — Adds a list of related records belonging to the specified model and id.
Create a Record — Creates a record.
Delete a Record — Removes a record.
Get My Info — Returns information about the authenticated user.
Get a Record — Returns details about a selected record.