What you can automate

When lead Updated in Dazos CRM, find or create contact in Salesflare.

When new Lead Created in Dazos CRM, find or create contact in Salesflare.

When new Opportunity in Dazos CRM, create opportunity in Salesflare.

When opportunity Updated in Dazos CRM, create opportunity in Salesflare.

When new Account in Salesflare, create Account in Dazos CRM.

When new Opportunity in Salesflare, create Opportunity in Dazos CRM.

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

Dazos CRM operations on Zapier

Start a workflow when this happens

Admitted Status Change — Trigger a Zap when a patient’s Admitted Status changes
Lead Converted to Opportunity — Triggers when a Lead is Converted to an Account/Opportunity.
Lead Updated — Trigger a Zap when a Lead gets updated
New Lead Created — Triggers when a new Lead is created.
New Opportunity — Triggers when a new Opportunity is created.

Show 7 more triggers

New Outbound Referral — Triggers when a new Outbound Referral is created.
New Referral Source — Triggers when a new Referral Source is created.
Opportunity Admitted — Triggers when an Opportunity gets changed to Admitted.
Opportunity Discharged — Triggers when an Opportunity gets discharged.
Opportunity Updated — Triggers when an Opportunity is updated.
Outbound Referral Updated — Triggers when an Outbiund Referral is updated.
Sales Stage Changes — trigger a Zap when an Opportunity’s Sales Stage changes

Things Salesflare can make it do

Create Account — Creates an Account
Create Lead — Creates a new Lead
Create Opportunity — Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Create Referral Source — Creates a Referral Source
Create VOB — Creates a new VOB,

Show 8 more actions

Find Account — Finds an Account.
Find Lead — Find or Create Lead
Find Opportunity — Find or Create an Account / Opportunity
Find Referral Source — Find or Create Referral Source
Recieve Input Only — Used to receive the input and check if request comes properly, mainly used to test zap
Update Opportunity Stage — Update Opportunity Stage
Update PAA Status — This action Update a PAA Status
Update Vob Status — This action will Update a VOB Status

Dazos CRM and Salesflare