Cogmento CRM and Salesflare

CRM (Customer Relationship Management) cogmento.com ↗

How to connect Cogmento CRM

Via Zapier — 33 operations available. Set it up ↗

What you can automate

When new Company in Cogmento CRM, find or create account in Salesflare.
When new Contact in Cogmento CRM, find or create contact in Salesflare.
When new Deal in Cogmento CRM, create opportunity in Salesflare.
When new Task in Cogmento CRM, create task in Salesflare.
When new Account in Salesflare, create Company in Cogmento CRM.
When new Opportunity in Salesflare, create Deal in Cogmento CRM.

About Cogmento CRM

Cogmento is an extensible CRM system, which can be as simple or complex as needed.

Cogmento CRM operations on Zapier

Triggers (14)

Start a workflow when this happens

New Call — Triggers when a new call is created.
New Case — Triggers when a new case is created.
New Company — Triggers when a new company is created.
New Contact — Triggers when a new contact is created.
New Deal — Triggers when a new deal is created.

Show 9 more triggers

New Document — Triggers when a new document is created.
New Event — Triggers when a new event is created.
New Task — Triggers when a new task is created.
Update Call — Triggers when a call is updated
Update Case — Triggers when a case is updated
Update Company — Triggers when a company is updated
Update Contact — Triggers when a contact is updated
Update Deal — Triggers when a deal is updated
Update Task — Triggers when a task is updated

Actions (12)

Things Salesflare can make it do

Create Call — Create a Call record
Create Case — Create a new Case record
Create Company — Creates a new Company record.
Create Contact — Creates a new Contact record
Create Deal — Create a new Deal record

Show 7 more actions

Create Event — Create a new Event record
Create Task — Create a Task record
Update Call — Update call data for a given call ID
Update Case — Update case data for a given case ID
Update Company — Update company data for a given company ID
Update Contact — Update contact data for a given contact ID
Update Task — Update task data for a given task ID

Searches (7)

Look up existing records

Get Call — Filter call records from Cogmento CRM
Get Case — Filter case records from Cogmento CRM
Get Company — Filter company records from Cogmento CRM
Get Contact — Filter contact records from Cogmento CRM
Get Model Fields — Return all the model fields available for a given model type

Show 2 more searches

Get Products — Fetch account products
Get Task — Filter task records from Cogmento CRM

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