ClientPoint and Salesflare
How to connect ClientPoint
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When clientPoint Created in ClientPoint, find or create account, then find or create contact, then add contact to account in Salesflare.
- When clientPoint Updated in ClientPoint, find or create account, then find or create contact, then add contact to account in Salesflare.
About ClientPoint
ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.
ClientPoint operations on Zapier
Triggers (4)
Start a workflow when this happens
- ClientPoint Approve — Triggers when a ClientPoint is approved.
- ClientPoint Created — Triggers when a new Clientpoint is Created.
- ClientPoint Updated — Triggers when a Clientpoint is Updated.
- Clientpoint Signed — Triggers when a ClientPoint is signed.
Actions (8)
Things Salesflare can make it do
- Add Link (Embed) — Add a new Link whether its a webpage or youtube video to embed in ClientPoint.
- Approve ClientPoint — Mark ClientPoint as Approved so it can be sent, print, signed
- Clientpoint Notes — Create a Clientpoint Notes. This will add a note to the clientpoint.
- Create ClientPoint — Creates a new ClientPoint in the app.
- Document Generation — Generates a document from a template and replaces merge fields with data if provided.
Show 3 more actions
- Get ClientPoints Analytics — Retrieves analytics data for ClientPoints.
- Update ClientPoint — Updates an existing ClientPoint in the app.
- Upload File — Uploads a file to a ClientPoint in the app. This is useful for adding documents or files to a specific ClientPoint.
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