Conversional and Salesflare
How to connect Conversional
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new CustomerFile in Conversional, find or create account, then find or create contact, then add contact to account in Salesflare.
About Conversional
Lead generation and conversion from your website
Conversional operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Billing — Triggers when new billing is created for the user
- New CustomerFile — Triggers when a customer uploads a file.
- New Double Opt In — Triggers when a customer confirmed the double opt-in.
- New Result — Triggers when a customer creates a new result by submitting the questionnaire. It is possible for customers to do this multiple times.
- New Service Request — Triggers when a customer requested a service.
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