CRMdata and Salesflare

How to connect CRMdata

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.

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.

Start a workflow when this happens

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.