Salesflare Salesflare Integrations

College Aid Pro and Salesflare

CRM (Customer Relationship Management) app.collegeaidpro.com ↗

How to connect College Aid Pro

About College Aid Pro

College Aid Pro is a college planning software for financial advisors to assist college-bound families.

College Aid Pro operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New College Money Report — Triggers when a College Money Report is submitted.

Actions (1)

Things Salesflare can make it do

  • Create Client Scenario — Creates a Client Scenario

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