Client Commander and Salesflare

How to connect Client Commander

What you can automate

  • When contact Stage Changed in Client Commander, find or create contact in Salesflare.
  • When deal Stage Changed in Client Commander, create opportunity in Salesflare.
  • When new Appointment in Client Commander, create meeting, then create call in Salesflare.
  • When new Contact in Client Commander, find or create contact in Salesflare.
  • When new Deal in Client Commander, create opportunity in Salesflare.
  • When tag Added to Contact in Client Commander, find or create contact in Salesflare.

About Client Commander

Client Commander is a lead management tool that organizes leads and helps track follow ups.

Client Commander operations on Zapier

Triggers (6)

Start a workflow when this happens

  • Contact Stage Changed — Triggers when a contact's stage is changed.
  • Deal Stage Changed — Triggers when a deal is moved to a different stage.
  • New Appointment — Triggers when a new appointment is created.
  • New Contact — Triggers when a new contact is created.
  • New Deal — Triggers when a new deal is created.
Show 1 more triggers
  • Tag Added to Contact — Triggers when a tag is added to a contact.

Actions (4)

Things Salesflare can make it do

  • Add Tags to Contact — Adds tags to a contact.
  • Change Stage of Contact — Changes the stage of a contact.
  • Create Task — Creates a new task.
  • Create or Update Contact — Creates a new contact or updates an existing one.

Searches (1)

Look up existing records

  • Find Contact — Finds a contact by ID, email, phone, or name.

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