Clulo and Salesflare

How to connect Clulo

When mark Invoice Paid in Clulo, create opportunity, then find or create contact in Salesflare.
When new Booking in Clulo, create meeting, then create call in Salesflare.
When new Customer in Clulo, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Clulo, create opportunity, then find or create contact in Salesflare.
When new Lead in Clulo, find or create contact in Salesflare.
When new Payment in Clulo, create opportunity, then find or create contact in Salesflare.

Clulo is a software that runs your business for you

Start a workflow when this happens

Show 7 more triggers

New Payment — Triggers for every payment transaction including partial payments, payment status and external payment details.
New Quote — Triggers when a new quote is created.
New Sales Receipt — Triggers when a job or invoice is completed and final payment/receipt is processed.
New Worker — Triggers when a new worker is created.
Update Booking — Triggers when a booking is updated.
Update Lead — Triggers when a lead is updated.
Update Quote — Triggers when a quote is move to an accepted, won or denied state.