Boostapp and Salesflare
How to connect Boostapp
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Client in Boostapp, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in Boostapp, find or create contact in Salesflare.
- When new Lead Stage Change in Boostapp, find or create contact in Salesflare.
- When new Task in Salesflare, create New Task in Boostapp.
About Boostapp
Boostapp is a leading all-in-one stop platform for manage memberships, sales and marketing.
Boostapp operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Lead — Triggers when a new lead is created.
- New Lead Stage Change — Triggers when a new lead stage change is created..
Actions (7)
Things Salesflare can make it do
- Create Lead — Creates a new lead.
- Create New Client — Creates new client with status Active / archived.
- Create New Task — Creates new task, probably with input from previous steps.
- Find or Create Client — Finds a client by client Id/Email/Phone
- Send Message — Create and send new Email / SMS / Push notification
Show 2 more actions
- Update Client Status — Updates Active / Archived client status.
- Update Lead Stage — Update existing lead to another stage from the pipeline.
Searches (1)
Look up existing records
- Find Client — Finds a client by client Id/Email/Phone
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