ClearCRM and Salesflare
How to connect ClearCRM
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Customer in ClearCRM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in ClearCRM, create opportunity in Salesflare.
- When new Invoice in ClearCRM, create opportunity, then find or create contact in Salesflare.
- When new Lead in ClearCRM, find or create contact in Salesflare.
- When new Payment in ClearCRM, create opportunity, then find or create contact in Salesflare.
- When new Proposal in ClearCRM, create opportunity in Salesflare.
About ClearCRM
ClearCRM is a customer relationship management tool that helps growing businesses manage leads, track sales pipelines, and organize customer interactions.
ClearCRM operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Contract — Triggers when a new contract is created.
- New Customer — Triggers when a new customer is created.
- New Estimate — Triggers when a new estimate is created.
- New Invoice — Triggers when a new invoice is created.
- New Lead — Triggers when a new lead is created.
Show 5 more triggers
- New Payment — Triggers when a new payment is created.
- New Project — Triggers when a new project is created.
- New Proposal — Triggers when a new proposal is created.
- New Task — Triggers when a new task is created.
- New Ticket — Triggers when a new ticket is created.
Actions (1)
Things Salesflare can make it do
- Create Lead — Creates a lead in the system.
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