Salesflare Salesflare Integrations

ClinicSoftware.com and Salesflare

CRM (Customer Relationship Management) clinicsoftware.com ↗

How to connect ClinicSoftware.com

What you can automate

  • When new Client in ClinicSoftware.com, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Lead in ClinicSoftware.com, find or create contact in Salesflare.

About ClinicSoftware.com

ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.

ClinicSoftware.com operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Client — Triggers when a new client is created.
  • New Lead — Triggers when a new lead is created.

Actions (2)

Things Salesflare can make it do

  • Add Client — Add a client in ClinicSoftware
  • Add Lead — Add a lead in ClinicSoftware

Searches (1)

Look up existing records

  • Get Client by Email — Return client from ClinicSoftware by email

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