CustomerBase and Salesflare
How to connect CustomerBase
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When appointment Created in CustomerBase, create meeting, then create call in Salesflare.
- When customer Created in CustomerBase, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Updated in CustomerBase, find or create account, then find or create contact, then add contact to account in Salesflare.
About CustomerBase
CustomerBase is a tool for managing customer appointments and jobs, tracking interactions, and organizing information to streamline engagement and service.
CustomerBase operations on Zapier
Triggers (6)
Start a workflow when this happens
- Appointment Created — Triggers when a new appointment is created.
- Customer Created — Triggers when a new customer is created.
- Customer Updated — Triggers when an existing customer is updated.
- Job Created — Triggers when a new job is created.
- Job Finished — Triggers when a job is finished.
Show 1 more triggers
- Work Request Created — Triggers when a new work request is created.
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