ClaimWizard and Salesflare

CRM (Customer Relationship Management) claimwizard.com ↗

How to connect ClaimWizard

Via Zapier — 5 operations available. Set it up ↗

What you can automate

When new Client Added in ClaimWizard, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Client Contact in ClaimWizard, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Contact Updated in ClaimWizard, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in ClaimWizard, find or create account, then find or create contact, then add contact to account in Salesflare.

About ClaimWizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

ClaimWizard operations on Zapier

Triggers (4)

Start a workflow when this happens

Client Contact Updated — Triggers when a client contact is updated.
Client Updated — Triggers when a client is updated.
New Client Added — Triggers when a new client is added.
New Client Contact — Triggers when a new client contact is added.

Actions (1)

Things Salesflare can make it do

Create Lead — Creates a new lead in ClaimWizard.

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