Bestmate and Salesflare
How to connect Bestmate
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When booking Created in Bestmate, create meeting, then create call in Salesflare.
- When customer Created in Bestmate, find or create account, then find or create contact, then add contact to account in Salesflare.
- When estimate Created in Bestmate, create opportunity in Salesflare.
- When invoice Created in Bestmate, create opportunity, then find or create contact in Salesflare.
About Bestmate
BestMate is an all-in-one app to grow your business — invoice, quote, schedule, payments, messages — on one powerful platform
Bestmate operations on Zapier
Triggers (5)
Start a workflow when this happens
- Booking Created — Triggers when a new booking is created in Bestmate.
- Customer Created — Triggers when a new customer is created in Bestmate.
- Estimate Created — Triggers when a new estimate is created in Bestmate.
- Invoice Created — Triggers when a new invoice is created in Bestmate.
- Request Created — Triggers when a new request is received or created in Bestmate.
Actions (3)
Things Salesflare can make it do
- Create Booking — Create a new booking in Bestmate
- Create Customer — Create a new customer in Bestmate
- Create Request — Create a new request in Bestmate
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