CompanyHub and Salesflare

CRM (Customer Relationship Management) companyhub.com ↗

How to connect CompanyHub

Via Zapier — 19 operations available. Set it up ↗
Via Make — 49 modules available. Set it up ↗

What you can automate

When new Company in CompanyHub, find or create account in Salesflare.
When new Contact in CompanyHub, find or create contact in Salesflare.
When new Deal in CompanyHub, create opportunity in Salesflare.
When new Quote in CompanyHub, create opportunity in Salesflare.
When new Sales Order in CompanyHub, create opportunity, then find or create contact in Salesflare.
When new Task in CompanyHub, create task in Salesflare.

About CompanyHub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

CompanyHub operations on Zapier

Triggers (8)

Start a workflow when this happens

New Company — Triggers when a new company is created.
New Contact — Triggers when a contact is created.
New Deal — Triggers when a new deal is created.
New Quote — Triggers when a new quote is created.
New Record (Custom Table) — Triggers when a new record is created in a specified custom table.

Show 3 more triggers

New Sales Order — Triggers when a new Sales Order is created.
New Task — Triggers when a new task is created.
Record Updated — Triggers when an existing record is updated.

Actions (10)

Things Salesflare can make it do

Create Company — Creates a new company.
Create Contact — Creates a new contact.
Create Deal — Creates a new deal.
Create Note — Creates a note for a record of specified table.
Create Quote — Creates a quote with line items.

Show 5 more actions

Create Sales Order — Creates a new Sales Order with line Items.
Create Task — Creates a new task.
Create a Record (Custom Table) — Creates a new record in custom table.
Find or Create Record in a Table — Find or Create Record in a Table
Update Record — Updates a record in specified table.

Searches (1)

Look up existing records

Find Record — Finds an existing record in specified table that matches your search query.

CompanyHub operations on Make

Triggers (8)

Start a workflow when this happens

Watch New Company — Triggers when a new company has been created.
Watch New Contact — Triggers when a new contact has been created.
Watch New Deal — Triggers when a new deal has been created.
Watch New Quote — Triggers when a quote has been created.
Watch New Quote Product — Trigger when a new quote product has been created.

Show 3 more triggers

Watch New Record — Triggers when a new record on a specified table has been created.
Watch New Sales Order — Triggers when a new saler order has been created.
Watch New Sales Order Product — Triggers when a new sales order product has been created.

Actions (33)

Things Salesflare can make it do

Add a Product on a Quote — Adds a selected product on a quote specified by ID.
Add a Product on a Sales Order — Adds a selected product on a sales order specified by ID.
Create a Company — Creates a new company.
Create a Contact — Creates a new contact.
Create a Deal — Creates a new deal.

Show 28 more actions

Create a Quote — Creates a new quote.
Create a Record — Creates a record in a table specified by name.
Create a Sales Order — Creates a new sales order.
Delete a Company — Deletes a company specified by ID.
Delete a Contact — Deletes a contact specified by ID.
Delete a Deal — Deletes a deal specified by ID.
Delete a Quote — Deletes a quote specified by ID.
Delete a Quote Product — Deletes a selected product of a quote specified by ID.
Delete a Record — Deletes a record of a specific table specified by ID.
Delete a Sales Order — Deletes a sales order specified by ID.
Delete a Sales Order Product — Deletes a sales order product specified by ID.
Get a Company — Retrieves details of a company specified by ID.
Get a Contact — Retrieves details of a contact specified by ID.
Get a Deal — Retrieves details of a deal specified by ID.
Get a Quote — Retrieves details of a quote specified by ID.
Get a Quote Product — Retrieves details of a quote product specified by ID.
Get a Record — Retrieves details of a record of a specific table specified by ID.
Get a Sales Order — Retrieves details of a sales order specified by ID.
Get a Sales Order Product — Retrieves details of a sales order product specified by ID.
Make an API Call — Performs an arbitrary API call.
Update a Company — Updates a company specified by ID.
Update a Contact — Updates a contact specified by ID.
Update a Deal — Updates a deal specified by ID.
Update a Quote — Updates a quote specified by ID.
Update a Quote Product — Updates a quote product specified by ID.
Update a Record — Updates a record in a table specified by name.
Update a Sales Order — Updates a sales order specified by ID.
Update a Sales Order Product — Updates a sales order product specified by ID.