Click2Close and Salesflare
How to connect Click2Close
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When contact Created in Click2Close, find or create contact in Salesflare.
- When customer Created in Click2Close, find or create account, then find or create contact, then add contact to account in Salesflare.
- When order Completed in Click2Close, create opportunity, then find or create contact in Salesflare.
- When survey Completed in Click2Close, find or create contact in Salesflare.
About Click2Close
Click To Close is an All-in-One eCommerce CRM Solution that helps you Market, Sell & Deliver your products online.
Click2Close operations on Zapier
Triggers (8)
Start a workflow when this happens
- Contact Created — Triggers when a new contact is created.
- Customer Created — Triggers when a new customer has been created.
- Order Completed — Triggers when a new order has been processed.
- Refund Applied — Triggers when a refund has been applied.
- Subscription Canceled — Triggers when a subscription has been canceled.
Show 3 more triggers
- Survey Completed — Triggers when a survey has been completed.
- Transaction Approved — Triggers when a new transaction has been approved.
- Transaction Declined — Triggers when a transaction has been declined.
Actions (1)
Things Salesflare can make it do
- Create Contact — Creates a new contact in the account.
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