Salesflare Salesflare Integrations

CabRank and Salesflare

CRM (Customer Relationship Management) cabrank.legal ↗

How to connect CabRank

About CabRank

CabRank is a legal referral platform where law firms claim new client matters, capture intake details and issue engagement documents.

CabRank operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Finalised Matter — Triggers when a matter is finalised in CabRank (client instruction sheet completed and documents issued).

Actions (1)

Things Salesflare can make it do

  • Mark Matter as Synced — Records the ID your practice-management system assigned back on the CabRank matter, so CabRank shows it as synced.

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