Cash Flow Portal and Salesflare

How to connect Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Start a workflow when this happens

Create Contact — Triggers when a new contact is created.
Create Investment — Triggers when a new investment is created in any of your deals.
Create or Update Contact — Triggers when a contact is recently created or updated.
Create or Update Investment — Triggers when investment is created or updated in any of user-owned deals.
Investment Created (ActiveCampaign) — Triggers when a new investment is created. For use with ActiveCampaign.

Show 2 more triggers

Investment Fund Received (ClickUp) — Triggers when an investment is fund-fully-received. For use with ClickUp.
Investment Updated (ActiveCampaign) — Triggers when an existing investment is updated. For use with ActiveCampaign.

Things Salesflare can make it do

Create Meeting — Creates a meeting for an existing contact in Cash Flow Portal.
Create or Update Contact — If contact exists, update the contact, otherwise create a contact.

Look up existing records

Get Contact by Email Address — Get contact in CFP by its email address using Zapier actions
Get Contact by Id — Get contact in CFP by its id using Zapier actions
Get Contacts by Phone Number — Get contacts in CFP by phone number using Zapier actions

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