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.

Accountable CRM and Salesflare

How to connect Accountable CRM