Dealboard and Salesflare
How to connect Dealboard
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Deal in Dealboard, create opportunity in Salesflare.
- When won Deal in Dealboard, create opportunity in Salesflare.
- When new Lead in Dealboard, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Deal in Dealboard.
About Dealboard
Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.
Dealboard operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Deal — Triggers when a new deal is created.
- New Lead — Triggers when a new lead is created.
- Updated Deal — Triggers when a deal is updated, such as a change to its amount, owner or contact.
- Updated Deal Stage — Triggers when a deal is moved to a different stage.
- Won Deal — Triggers when a deal is won.
Actions (6)
Things Salesflare can make it do
- Add Note to Deal — Adds a note to a deal's activity feed.
- Create Deal — Creates a new deal on a board.
- Create Lead — Creates a new lead in the inbox, with source and campaign attribution.
- Find or Create Deal — Finds a deal by name or company, or creates it when none matches.
- Move Deal to Stage — Moves a deal to another stage on its board, including won or lost.
Show 1 more actions
- Update Deal — Updates the details of an existing deal.
Searches (1)
Look up existing records
- Find Deal — Finds a deal by name or company.
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