Clientbox and Salesflare
How to connect Clientbox
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When relation Lead Status Changed in Clientbox, find or create contact in Salesflare.
- When new Account in Salesflare, create Company Relation in Clientbox.
About Clientbox
Clientbox is a business software for business service providers.
Clientbox operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Relation — Triggers when a new relation is created.
- Relation Deleted — Triggers when a relation is deleted.
- Relation Label Added — Triggers when a label is added to a relation.
- Relation Label Removed — Triggers when a label is removed from a customer.
- Relation Lead Status Changed — Triggers when the lead status of a relation is changed.
Actions (4)
Things Salesflare can make it do
- Add Label to Relation — Add a Label to a Relation.
- Create Company Relation — Create a relation of the type Company.
- Create Person Relation — Create a relation of the type Person.
- Remove Label From Relation — Remove a Label from a Relation.
Searches (2)
Look up existing records
- Find Relation — Finds a relation in the system
- Find Relation Label — Finds a Relation Label in the system
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