Anthill and Salesflare
How to connect Anthill
- Via Zapier — 31 operations available. Set it up ↗
What you can automate
- When new or Updated Account in Anthill, find or create account in Salesflare.
- When new or Updated Issue in Anthill, create task in Salesflare.
- When new or Updated Lead in Anthill, find or create contact in Salesflare.
- When new or Updated Purchase Order in Anthill, create opportunity, then find or create contact in Salesflare.
- When new or Updated Sale in Anthill, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create/Update Account in Anthill.
About Anthill
Anthill is an operational CRM platform.
Anthill operations on Zapier
Triggers (6)
Start a workflow when this happens
- New or Updated Account — Triggers when an account is added or updated.
- New or Updated Enquiry — Triggers when an enquiry is added or updated.
- New or Updated Issue — Triggers when an issue is added or updated.
- New or Updated Lead — Triggers when a lead is added or updated.
- New or Updated Purchase Order — Triggers when a purchase order is added or updated.
Show 1 more triggers
- New or Updated Sale — Triggers when a sale is added or updated.
Actions (19)
Things Salesflare can make it do
- Convert Lead to Sale — Converts a Lead to a new Sale
- Create Enquiry — Creates a new enquiry in Anthill.
- Create Issue — Creates a new issue in Anthill.
- Create Lead — Creates a new lead in Anthill.
- Create Sale — Creates a new sale in Anthill.
Show 14 more actions
- Create/Update Account — Creates a new account, or updates an existing account.
- Edit Customer Details — Updates the fields on an associated customer
- Edit Enquiry Details — Updates the fields on an associated enquiry
- Edit Issue Details — Updates the fields on an associated issue
- Edit Lead Details — Updates the fields on an associated lead
- Edit Sale Details — Updates the fields on an associated sale
- New Customer Update — Add an update to an existing customer
- New Enquiry Update — Add an update to an existing enquiry
- New Issue Update — Add an update to an existing issue
- New Lead Update — Add an update to an existing lead
- New Sale Update — Add an update to an existing sale
- Update an Account Consent — Updates the consent options for an account.
- Upload Attachment — Uploads an attachment to an Anthill customer
- Upload Document — Uploads a document to Anthill
Searches (6)
Look up existing records
- Find Enquiry — Find enquiries by external reference
- Find First Account — Finds the first account by search term.
- Find Issue — Find issues by external reference
- Find Lead — Find Lead by external reference
- Find Sale — Find sales by external reference
Show 1 more searches
- Find Single Account — Finds a single account by search term.
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