Customers.ai and Salesflare

How to connect Customers.ai

What you can automate

  • When new Contact in Customers.ai, find or create contact in Salesflare.
  • When new or Updated Contact Attribute in Customers.ai, find or create contact in Salesflare.

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

Customers.ai operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Connection Widget Reached — Triggers when a Connection Widget is reached in a Dialogue.
  • New Contact — Triggers when a new contact is added to your page.
  • New or Updated Contact Attribute — Triggers when you add/update a selected custom attribute on a contact.

Actions (4)

Things Salesflare can make it do

  • Add Contact to Automation — Adds a contact to an automation
  • Create Contact — Creates a new SMS or Email Contact
  • Send Message — Sends a message to a contact.
  • Update Contacts — Sets attribute values on one or more contacts.

Searches (4)

Look up existing records

  • Find a Automation by ID — Finds a automation by ID
  • Find a Contact by Attribute Value — Finds a contact by Attribute Value
  • Find a Contact by Name — Finds a contact by First and/or Last Name
  • Find a Contact by Recipient ID — Finds a contact by Recipient ID

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