CRMdata and Salesflare
How to connect CRMdata
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When deal Won in CRMdata, create opportunity in Salesflare.
- When new Company in CRMdata, find or create account in Salesflare.
- When new Contact in CRMdata, find or create contact in Salesflare.
- When new Deal in CRMdata, create opportunity in Salesflare.
- When new Task in CRMdata, create task in Salesflare.
- When task Completed in CRMdata, create task in Salesflare.
About CRMdata
CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.
CRMdata operations on Zapier
Triggers (6)
Start a workflow when this happens
- Deal Won — Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).
- New Company — Triggers when a company is saved in CRMdata Tycho (from Prospecting, by hand or through the API). Companies added with the Excel import in CRMdata Tycho do not trigger it.
- New Contact — Triggers when a contact person is added to a company in CRMdata Tycho.
- New Deal — Triggers when a deal is added to a pipeline in CRMdata Tycho.
- New Task — Triggers when a task is created in CRMdata Tycho.
Show 1 more triggers
- Task Completed — Triggers when a task is marked as done in CRMdata Tycho.
Actions (6)
Things Salesflare can make it do
- Create Company — Saves a new company in CRMdata Tycho. With an organization number, an existing company is returned instead of a duplicate.
- Create Contact — Adds a contact person to a company in CRMdata Tycho.
- Create Deal — Adds a deal to a pipeline in CRMdata Tycho.
- Create Note — Writes a note on a company in CRMdata Tycho. It is shown in the company's timeline.
- Create Task — Creates a task on a company in CRMdata Tycho, for example a call to make.
Show 1 more actions
- Find or Create Company — Finds a saved company by organization number or exact name, and creates it if it is not found.
Searches (2)
Look up existing records
- Find Company — Finds a saved company in CRMdata Tycho by organization number or exact name.
- Find Contact — Finds a contact person in CRMdata Tycho by email address.
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