Agencyjoy and Salesflare
How to connect Agencyjoy
- Via Zapier — 16 operations available. Set it up ↗
- Via Make — 13 modules available. Set it up ↗
What you can automate
- When lead Stage Is Changed in Agencyjoy, find or create contact in Salesflare.
- When new Client Is Added in Agencyjoy, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead Is Added in Agencyjoy, find or create contact in Salesflare.
- When client Is Updated in Agencyjoy, find or create account, then find or create contact, then add contact to account in Salesflare.
- When lead Is Updated in Agencyjoy, find or create contact in Salesflare.
- When new Task in Salesflare, add a New Activity (Task, Call, Meeting) in Agencyjoy.
About Agencyjoy
Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
Agencyjoy operations on Zapier
Triggers (5)
Start a workflow when this happens
- Client Is Updated — Triggers when Client information is updated in Agencyjoy.
- Lead Is Updated — Triggers when a Lead's information is updated.
- Lead Stage Is Changed — Triggers when the stage of a lead is updated/changed.
- New Client Is Added — Triggers when a new client is added in Agencyjoy.
- New Lead Is Added — Triggers when a new Lead is added in Agencyjoy.
Actions (8)
Things Salesflare can make it do
- Add a New Activity (Task, Call, Meeting) — Creates a new activity on your Agencyjoy Calendar.
- Convert Lead to Client — Auto converts an Agencyjoy Lead to a Client in Agencyjoy.
- Create Client — Creates a new Client in your Agencyjoy workspace
- Create Lead — Create a new lead in Agencyjoy's Sales Pipeline.
- Find or Create Client — Find a Client in Agencyjoy.
Show 3 more actions
- Find or Create Lead. — Find a Lead in Agencyjoy
- Update Client — Update the information of Client
- Update Lead — Update the Lead in Agencyjoy
Searches (3)
Look up existing records
- Find Client — Find a Client in Agencyjoy.
- Find Lead — Find a Lead in Agencyjoy
- Find Team Member — This will action will fetch you the team member by their email id or full name
Agencyjoy operations on Make
Triggers (5)
Start a workflow when this happens
- Watch Customers — Triggers when a new customer is created.
- Watch Lead Status — Triggers when lead status is changed.
- Watch Leads — Triggers when a new lead is created.
- Watch Updated Customers — Triggers when a customer is updated.
- Watch Updated Leads — Triggers when a lead is updated.
Actions (6)
Things Salesflare can make it do
- Create Customer from Lead — Creates a new customer from a lead.
- Create a Customer — Creates a new customer.
- Create a Lead — Creates a new lead.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Customer — Updates an existing customer.
Show 1 more actions
- Update a Lead — Updates an existing lead.
Searches (2)
Look up existing records
- Find a Customer — Finds a customer.
- Find a Lead — Finds a lead.
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