Bidrik and Salesflare

How to connect Bidrik

When new Customer in Bidrik, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Quote in Bidrik, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Quote in Bidrik.

Bidrik is a proposal and quote management platform for service businesses.

Start a workflow when this happens

New Customer — Triggers when a new customer is added in Bidrik.
New Quote — Triggers when a new quote is created in Bidrik.
Quote Accepted — Triggers when a customer accepts or signs a quote.
Quote Declined — Triggers when a customer declines a quote.
Quote Expired — Triggers when a sent quote passes its expiry date without being accepted or declined.

Show 2 more triggers

Things Salesflare can make it do

Create Customer — Creates a new customer in Bidrik.
Create Quote — Creates a draft quote from a template for a customer.
Find or Create Customer — Finds a customer, and creates one if none is found.
Update Customer — Updates an existing customer. Fields left empty keep their current value.

Look up existing records

Find Customer — Finds a customer by email, organization number, customer number or exact name.

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