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
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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.
Similar apps
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