AgencyAccess and Salesflare
How to connect AgencyAccess
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When client Created in AgencyAccess, find or create account, then find or create contact, then add contact to account in Salesflare.
- When intake Form Completed in AgencyAccess, find or create contact in Salesflare.
About AgencyAccess
AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a simple to use OAuth portal.
AgencyAccess operations on Zapier
Triggers (3)
Start a workflow when this happens
- Access Granted — Triggers when a client has finished granting access to all of the requested services attached to an invite.
- Client Created — Triggers when a client has been created in the dashboard.
- Intake Form Completed — Triggers when a client completes your intake form.
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