CiviCRM and Salesflare
How to connect CiviCRM
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Contact in CiviCRM, find or create contact in Salesflare.
About CiviCRM
CiviCRM is a web-based constituent relationship management (CRM) system built by and for nonprofit organizations and NGO's.
CiviCRM operations on Zapier
Triggers (3)
Start a workflow when this happens
- Create Membership — Triggers when the membership is created.
- New Contact — Triggers when a new contact is added.
- Update Participant — Triggers when a participant is updated.
Actions (4)
Things Salesflare can make it do
- Add Contact to Group — A contact can either be "Added" "Removed" or "Pending" in a group. CiviCRM only considers them to be "in" a group if their status is "Added".
- Assign Tag to Contacts, Activities, Etc — EntityTag - links tags to contacts, activities, etc.
- Create or Update Contact — Create a new contact or update an existing one based on the provided ID.
- Create or Update Email — Add a new email on a contact or update an existing one based on the provided ID.
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