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
Similar apps
Salesflare The CRM your team will love to use.
Popular Zapier Make
Leadberry B2B lead generation platform
Native Zapier
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Zapier Make
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Make
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zapier
Zoho CRM Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free