ClientBloom and Salesflare
How to connect ClientBloom
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When client Created in ClientBloom, find or create account, then find or create contact, then add contact to account in Salesflare.
About ClientBloom
ClientBloom is a customer success platform that tracks customer health, predicts risks, and helps teams make data-driven decisions.
ClientBloom operations on Zapier
Triggers (3)
Start a workflow when this happens
- Call Analysis Created — Triggers when a new call analysis is created in ClientBloom.
- Client Created — Triggers when a new client is created in ClientBloom.
- New CRS Alert — Triggers when a CRS alert is generated in ClientBloom.
Actions (6)
Things Salesflare can make it do
- Record Email — Track when a client receives or sends an email. Captures the email body, subject line, sender/recipient information, and timestamps for engagement tracking and analysis.
- Record Failed Payment — Marks a payment as failed. Updates client billing status to "Past Due" and records interaction history.
- Record Payment — Records a successful payment. Updates client billing status to "Active" and records interaction history.
- Record Slack Message — Records when a new Slack message is received from a client or contact.
- Record Subscription Cancellation — Marks a subscription as cancelled. Updates client billing status to "Past Due" and records interaction history.
Show 1 more actions
- Update Onboarding Step — Updates an onboarding step for a client (e.g., contract signed, welcome call completed). Records interaction history.
Searches (2)
Look up existing records
- Get CRS by Email — Looks up a client's CRS by email.
- Search Client by Email — Find a client by email
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