CRM Web App and Salesflare
How to connect CRM Web App
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client in CRM Web App, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Not Active Client in CRM Web App, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in CRM Web App, find or create contact in Salesflare.
About CRM Web App
CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.
CRM Web App operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Affiliate — Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
- New Client — Triggers when a new client is added or when an existing client is assigned as a client.
- New Lead — Triggers when a new lead is added or when an existing client is assigned as a lead.
- New Not Active Client — Triggers when a not active client is added or when an existing client is assigned as a not active client.
Actions (3)
Things Salesflare can make it do
- Create Affiliate — Create an affiliate into the program
- Create Client — Adds a new client into the program
- Create Lead — Creates a new lead into the program
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