What you can automate

When new Business (Contacts) in DashClicks, find or create account in Salesflare.

When business Updated (Contacts) in DashClicks, find or create account in Salesflare.

When new Person (Contacts) in DashClicks, find or create contact in Salesflare.

When person Updated (Contacts) in DashClicks, find or create contact in Salesflare.

When new Deal (Deals) in DashClicks, create opportunity in Salesflare.

When deal Stage Changed (Deals) in DashClicks, create opportunity in Salesflare.

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

DashClicks operations on Zapier

Start a workflow when this happens

Business Updated (Contacts) — Triggers when a business is updated on the Contacts App.
Deal Stage Changed (Deals) — Triggers when a deal is moved to a different stage on a pipeline in the Deals App.
Deal Status Changed (Deals) — Triggers when a deal's status is changed within a certain pipeline in the Deals App.
New Business (Contacts) — Triggers when a new business is added to the Contacts App.
New Deal (Deals) — Triggers when a deal is created in the Deals App.

Show 8 more triggers

New Instareport Built (Instareports) — Triggers when an Instareport has finished building.
New Instasite Built (Instasites) — Triggers when an Instasite has finished building.
New Lead (Inbound) — Triggers when an new lead enters a selected campaign.
New Optin (Funnels) — Triggers when an new form is submitted from a funnel in your Funnels app.
New Person (Contacts) — Triggers when a new person is added to the Contacts App.
New Purchase (Funnels) — Triggers when an new sale is processed from a funnel in your Funnels app.
New Review (Reputation) — Triggers when an new review is left in one of your connected reputation integrations.
Person Updated (Contacts) — Triggers when a person is updated on the Contacts App.

Things Salesflare can make it do

Create New Business (Contacts) — Create a new contact of type business in your Contacts App
Create New Deal (Deals) — Create a new deal in your Deals App
Create New Instareport (Instareports) — Create a new instareport in your Instareports App
Create New Instasite (Instasites) — Create a new instasite in your Instasites App
Create New Person (Contacts) — Create a new contact of type person in your Contacts App

Show 5 more actions

Find or Create a Business Contact — Finds or creates a specific search business.
Find or Create a Deal — Finds or creates a specific search deals.
Find or Create a Person Contact — Finds or creates a specific search person.
Send a New Review Request (Reputation) — Sends an email requesting a review to people in Contacts App.
Update a Deal (Deals) — Update an existing deal in your Deals App

Look up existing records

DashClicks and Salesflare