Clnto and Salesflare

How to connect Clnto

When invoice Is Paid in Clnto, create opportunity, then find or create contact in Salesflare.
When lead Stage Is Changed in Clnto, find or create contact in Salesflare.
When new Client Is Added in Clnto, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice Is Created in Clnto, create opportunity, then find or create contact in Salesflare.
When new Lead Is Added in Clnto, find or create contact in Salesflare.
When new Proposal Is Created in Clnto, create opportunity in Salesflare.

Clnto simplifies agency client management: leads, proposals, CRM, invoicing, and revenue tracking all in one software.

Start a workflow when this happens

Client Is Updated — Triggers when Client information is updated in Clnto.
Invoice Is Paid — Triggers when there's an Invoice is fully paid in Clnto.
Invoice Is Sent — Triggers when there's an Invoice is sent to Client.
Lead Is Updated — Triggers when a Lead's information is updated.
Lead Stage Is Changed — Triggers when there's a lead comes to a specified stage.

Show 7 more triggers

New Client Is Added — Triggers when a new client is added in Clnto.
New Invoice Is Created — Triggers when a new Invoice is created.
New Lead Is Added — Triggers when a new lead is added in clnto.
New Proposal Is Created — Triggers when a new Proposal is created.
Payment Is Added — Triggers when there's a new payment record is added to Clnto.
Proposal Is Accepted — Triggers when there's a proposal is accepted.
Proposal Is Sent — Triggers when there's a proposal is sent from Clnto.

Things Salesflare can make it do

Add a New Activity (Todo, Meeting, Event, Etc.) — Creates a new activity on your Clnto Calendar.
Convert Lead to Client — Auto converts a Clnto Lead to a Client in Clnto.
Convert Proposal to Invoice — Convert your Proposal's to Invoice directly
Create Client — Creates a new Client in your Clnto's workspace
Create Invoice — Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clnto then we'll auto-create it as a new client.

Show 6 more actions

Create Lead — Create a new Lead in your Clnto's Sales Pipeline.
Create Proposal — Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clnto then we'll auto-create it as a new Lead.
Find or Create Lead — Find a Lead in Clnto
Find or Create customer — Find a Client in Clnto.
Update Client — Update the information of Client
Update Lead — Update the Lead in Clnto

Look up existing records

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