Altitude CRM and Salesflare
How to connect Altitude CRM
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When contact Created or Updated in Altitude CRM, find or create contact in Salesflare.
- When new Contact in List in Altitude CRM, find or create contact in Salesflare.
About Altitude CRM
Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.
Altitude CRM operations on Zapier
Triggers (5)
Start a workflow when this happens
- Contact Created or Updated — Triggers when a contact is created or updated.
- Contact Removed From List — Triggers when a contact is removed from a specific list.
- Contact Tagged — Triggers when a tag is added to a contact.
- Contact Untagged — Triggers when a tag is removed from a contact.
- New Contact in List — Triggers when a contact is added to a specific list.
Actions (4)
Things Salesflare can make it do
- Add Contact to List — Adds a contact to a segmentation list.
- Create Contact — Creates a new contact.
- Remove Contact From List — Removes a contact from a segmentation list.
- Update Contact — Updates an existing contact. Only provided fields are updated.
Searches (1)
Look up existing records
- Find Contact by Email — Searches for a contact by their email address.
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