BSI and Salesflare
How to connect BSI
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 3 modules available. Set it up ↗
What you can automate
- When new Lead in BSI, find or create contact in Salesflare.
- When new Customer in BSI, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in BSI, create task in Salesflare.
- When new Task in Salesflare, create Task in BSI.
About BSI
Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.
BSI operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Communication — Triggers when a new communication is ready
- New Customer — Triggers when a new customer from BSI is ready.
- New Lead — Triggers when a new Lead is ready
- New Task — Triggers when a new Task is ready
Actions (4)
Things Salesflare can make it do
- Create Communication — Creates a new communication
- Create Customer — Creates a new customer
- Create Lead — Create a new lead
- Create Task — Creates a new task
BSI operations on Make
Triggers (1)
Start a workflow when this happens
- Watch CX Data — Triggers when a step inside a CX story contains new data.
Actions (2)
Things Salesflare can make it do
- Create CX Participant — Creates a participant in a CX story.
- Make an API Call — Performs an arbitrary authorized API call.
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