Salesflare Salesflare Integrations

CRM Web App and Salesflare

CRM (Customer Relationship Management) crmwebapp.com ↗

How to connect CRM Web App

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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