Boostapp and Salesflare

How to connect Boostapp

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.

Boostapp is a leading all-in-one stop platform for manage memberships, sales and marketing.

Start a workflow when this happens

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.

Look up existing records

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