CRM in Cloud and Salesflare
How to connect CRM in Cloud
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new or Updated Company in CRM in Cloud, find or create account in Salesflare.
- When new or Updated Contact in CRM in Cloud, find or create contact in Salesflare.
- When new or Updated Lead in CRM in Cloud, find or create contact in Salesflare.
- When new or Updated Opportunity in CRM in Cloud, create opportunity in Salesflare.
- When new or Updated Quote in CRM in Cloud, create opportunity in Salesflare.
- When new Account in Salesflare, create or Update Company in CRM in Cloud.
About CRM in Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
CRM in Cloud operations on Zapier
Triggers (8)
Start a workflow when this happens
- List Anagraphics Emails in List — Triggers when a change is detected into the email of Anagraphics contained into the given list ID.
- New or Updated Activity — Triggers when a given action is performed on Activity.
- New or Updated Catalog — Triggers when a given action is performed on Catalog.
- New or Updated Company — Triggers when a given action is performed on Company.
- New or Updated Contact — Triggers when a given action is performed on Contact.
Show 3 more triggers
- New or Updated Lead — Triggers when a given action is performed on Lead.
- New or Updated Opportunity — Triggers when a given action is performed on Opportunity.
- New or Updated Quote — Triggers when a given action is performed on Quote.
Actions (14)
Things Salesflare can make it do
- Create or Update Activity — Creates a new Activity, or update an exising one specifying its ID field value.
- Create or Update Catalog — Creates a new Catalog, or update an exising one specifying its ID field value.
- Create or Update Company — Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact — Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead — Creates a new Lead, or update an exising one specifying its ID field value.
Show 9 more actions
- Create or Update Opportunity — Creates a new Opportunity, or update an exising one specifying its ID field value.
- Create or Update Quote — Creates a new Quote, or update an exising one specifying its ID field value.
- Find or Create Activity — Search a Activity given a set of criteria.
- Find or Create Catalog — Search a Catalog given a set of criteria.
- Find or Create Company — Search a Company given a set of criteria.
- Find or Create Contact — Search a Contact given a set of criteria.
- Find or Create Lead — Search a Lead given a set of criteria.
- Find or Create Opportunity — Search a Opportunity given a set of criteria.
- Find or Create Quote — Search a Quote given a set of criteria.
Searches (8)
Look up existing records
- Find Activity — Search a Activity given a set of criteria.
- Find Anagraphic Emails in List — Search an email item Anagraphic given a set of criteria.
- Find Catalog — Search a Catalog given a set of criteria.
- Find Company — Search a Company given a set of criteria.
- Find Contact — Search a Contact given a set of criteria.
Show 3 more searches
- Find Lead — Search a Lead given a set of criteria.
- Find Opportunity — Search a Opportunity given a set of criteria.
- Find Quote — Search a Quote given a set of criteria.
Similar apps
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