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CONVIRTOS and Salesflare

convirtos.com ↗

How to connect CONVIRTOS

What you can automate

  • When new leads in CONVIRTOS, create a contact in Salesflare.

CONVIRTOS operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch new leads — Triggers a scenario for every new lead that arrives in the connected workspace, ordered by creation date.

Actions (4)

Things Salesflare can make it do

  • Create a record — Creates a lead, client or task in CONVIRTOS. The fields below are loaded from the connected workspace, including its statuses, sources and custom fields.
  • Get a record — Retrieves a single lead, client or task from the connected workspace by its ID.
  • Make an API call — Performs an arbitrary authorized call to the CONVIRTOS API, relative to /api. Authorization is added automatically from the connection.
  • Update a record — Updates an existing lead, client or task. The fields below are loaded from the connected workspace, including its custom fields. Only the fields you map are changed.

Searches (1)

Look up existing records

  • Search records — Searches leads, clients or tasks using the connected workspace's own filters — status, source, date ranges and free text.

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