CRMdata and Salesflare
How to connect CRMdata
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Contact in CRMdata, find or create contact in Salesflare.
- When new Company in CRMdata, find or create account in Salesflare.
- When new Note in CRMdata, create internal note in Salesflare.
- When new Order in CRMdata, create opportunity, then find or create contact in Salesflare.
- When new Salesperson Company in CRMdata, create opportunity, then find or create contact in Salesflare.
- When new Salesperson Note in CRMdata, create opportunity, then find or create contact 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 (10)
Start a workflow when this happens
- New Article — Triggers when a new article is created.
- New Company — Triggers when a new Company is created.
- New Contact — Triggers when a new contact is created.
- New Note — Triggers when a new note is created.
- New Order — Triggers when a new order is created.
Show 5 more triggers
- New Salesperson Company — Triggers when a salesperson creates a new company.
- New Salesperson Note — Triggers when a salesperson creates a new note.
- New Salesperson Order — Triggers when a salesperson creates a new order.
- New Salesperson Todo — Triggers when a salesperson creates a new todo.
- New Todo — Triggers when a new todo is created.
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