BuyerAssist and Salesflare
How to connect BuyerAssist
- Via Zapier — 42 operations available. Set it up ↗
What you can automate
- When new Contact (Relationship Map) in BuyerAssist, find or create contact in Salesflare.
- When new Opportunity in BuyerAssist, create opportunity in Salesflare.
- When new Task in BuyerAssist, create task in Salesflare.
- When new Contact in BuyerAssist, find or create contact in Salesflare.
- When updated Task in Mutual Success Plan in BuyerAssist, create task in Salesflare.
- When new Account in Salesflare, create Company in BuyerAssist.
About BuyerAssist
BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.
BuyerAssist operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Assignee — Triggered when User Add or Update Task assignee.
- New Contact — Triggered when a new contact is created in BuyerAssist.
- New Contact (Relationship Map) — Triggers when a new contact is created on Relationship map.
- New Mutual Success Plan — Triggered when a new Mutual Success Plan is created.
- New Opportunity — Triggered when a new opportunity is created in Mutual Success Plans.
Show 3 more triggers
- New Task — Triggered when a new task is created in Mutual Success Plans.
- Updated Methodology Details in BuyerAssist — Triggered when a Methodology Details is updated.
- Updated Task in Mutual Success Plan — Triggered when a task in Mutual Success Plans is updated.
Actions (18)
Things Salesflare can make it do
- Add Comment to Task — Add a new Comment to Mutual Success Plan Task
- Create Company — Creates a new Company in BuyerAssist
- Create Contact — Creates a new contact
- Create Milestone — Creates a new Milestone in Mutual Success Plan
- Create Mutual Success Plan — Creates a Mutual Success Plan (MSP) in BuyerAssist with the ability to create with template
Show 13 more actions
- Create Opportunity — Creates a new Opportunity in BuyerAssist
- Create Task — Adds a new task in Milestone
- Create User — Creates a new User in BuyerAssist
- Find or Create Company — Find an existing Company or Create a new Company if not found
- Find or Create Contact — Find an existing Contact or Create a new Contact if not found
- Find or Create Milestone — Find an existing Milestone or Create a new Milestone if not found
- Find or Create Opportunity — Find an existing Opportunity or Create a new Opportunity if not found
- Update Company Details — Update an existing Company in BuyerAssist
- Update Contact — Update a contact by Id
- Update Contact Details — Update an existing Contact in BuyerAssist
- Update Opportunity Details — Update an existing Opportunity in BuyerAssist
- Update Task — Updates an existing Task
- Update Task Status — Updates Status of an existing Task
Searches (16)
Look up existing records
- Find or Create Company — Find an existing Company or Create a new Company if not found
- Find or Create Contact — Find an existing Contact or Create a new Contact if not found
- Find or Create Milestone — Find an existing Milestone or Create a new Milestone if not found
- Find or Create Opportunity — Find an existing Opportunity or Create a new Opportunity if not found
- Get Associated Mutual Success Plans by Email ID (Admin) — Get Associated Mutual Success Plans from the Email ID (You must link your BuyerAssist admin account to use this action)
Show 11 more searches
- Get Company From External Company ID — Get an existing Company from External Company ID
- Get Company by Company ID — Gets existing Company details by Company ID
- Get Contact by ID — Gets existing Contact details by ID
- Get Methodology Details by MSP ID — Gets Methodology Details by MSP ID
- Get Milestone by Milestone ID — Gets existing Milestone details by Milestone ID
- Get Milestones by MSP ID — Gets all existing Milestones details from MSP ID
- Get Mutual Success Plan by MSP ID — Gets existing Mutual Success Plan details from the MSP ID
- Get Mutual Success Plan by Opportunity ID — Get Mutual Success Plan By Opportunity ID
- Get Opportunity From External Opportunity ID — Get an existing Opportunity from External Opportunity ID
- Get Opportunity by Opportunity ID — Get Opportunity By Opportunity ID
- Get Task — Gets an existing task
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free