Bestmate and Salesflare

How to connect Bestmate

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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