CRM Connector and Salesflare
How to connect CRM Connector
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When new Company in CRM Connector, find or create account in Salesflare.
- When new Contact in CRM Connector, find or create contact in Salesflare.
- When new Invoice in CRM Connector, create opportunity, then find or create contact in Salesflare.
- When new Invoice Payment in CRM Connector, create opportunity, then find or create contact in Salesflare.
- When new Opportunity in CRM Connector, create opportunity in Salesflare.
- When new Ticket in CRM Connector, create task in Salesflare.
About CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.
CRM Connector operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Broadcast — Triggers when a new broadcast is created.
- New CRM Activity — Triggers when a new CRM activity is created.
- New Company — Triggers when a new company is created within a group.
- New Contact — Triggers when a new contact is created.
- New Event — Triggers when a new event is created.
Show 4 more triggers
- New Invoice — Triggers when a new invoice is created.
- New Invoice Payment — Triggers when an invoice is paid.
- New Opportunity — Triggers when a new opportunity is created.
- New Ticket — Triggers when a new ticket is created.
Actions (9)
Things Salesflare can make it do
- Activate Workflow — Activates a workflow for a contact.
- Create CRM Activity — Creates a new CRM activity for a contact.
- Create Custom Object — Creates a new custom object for a contact.
- Create Event — Creates a new event.
- Create Invoice — Creates a new invoice.
Show 4 more actions
- Create Opportunity — Creates a new opportunity for a contact.
- Create or Update Company — Creates a new company, updates an existing company if exists.
- Create or Update Contact — Creates a new contact, updates an existing contact if exists.
- Queue Mail — Queues a broadcast email.
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