Accountable CRM and Salesflare
How to connect Accountable CRM
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new or Updated Contact in Accountable CRM, find or create contact in Salesflare.
- When new Note in Accountable CRM, create internal note in Salesflare.
- When new Sale in Accountable CRM, create opportunity, then find or create contact in Salesflare.
- When new Task in Accountable CRM, create task in Salesflare.
- When new Task in Salesflare, create Task in Accountable CRM.
About Accountable CRM
Manage your customer relationships and streamline marketing efforts with Accountable CRM, your all-in-one solution for effective communication and organization.
Accountable CRM operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Activity — Triggers when a new activity is created in the 90-Day Sales platform.
- New Follow-Up — Triggers when a follow-up is created in the 90-Day Sales platform.
- New Note — Triggers when a note is created in the 90-Day Sales platform.
- New Sale — Triggers when a sale is created in the 90-Day Sales platform.
- New Task — Triggers when a task is created in the 90-Day Sales platform.
Show 1 more triggers
- New or Updated Contact — Triggers when a contact is created or updated in the 90-Day Sales platform.
Actions (8)
Things Salesflare can make it do
- Create Activity — Creates a new activity in the 90-Day Sales platform.
- Create Email — Creates a new email in the 90-Day Sales platform.
- Create Follow-Up — Creates a new follow-up in the 90-Day Sales platform.
- Create Note — Creates a new note in the 90-Day Sales platform.
- Create Sale — Creates a new sale in the 90-Day Sales platform.
Show 3 more actions
- Create Task — Creates a new task in the 90-Day Sales platform.
- Create or Update Contact — Creates or updates a contact in the 90-Day Sales platform.
- Find or Create Contact — Finds or creates a contact in the 90-Day Sales platform.
Searches (1)
Look up existing records
- Find or Create Contact — Finds or creates a contact in the 90-Day Sales platform.
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