Dealintent and Salesflare
How to connect Dealintent
- Via Zapier — 27 operations available. Set it up ↗
What you can automate
- When new Companies in Dealintent, find or create account in Salesflare.
- When new Contacts in Dealintent, find or create contact in Salesflare.
- When new Deal Rooms in Dealintent, create opportunity in Salesflare.
- When new Deal Room Assets in Dealintent, create opportunity in Salesflare.
- When new Deal Room Templates in Dealintent, create opportunity in Salesflare.
- When new Members in Dealintent, find or create contact in Salesflare.
About Dealintent
Dealintent is service for enabling b2b companies to close deal faster.
Dealintent operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Action Items — Triggers when new action item is created.
- New Companies — Triggers when new company is created.
- New Contacts — Triggers when new contact is created.
- New Contents — Triggers when new content or file is created.
- New Deal Room Assets — Triggers when new deal room asset is created.
Show 5 more triggers
- New Deal Room Templates — Triggers when new deal room template is created.
- New Deal Rooms — Triggers when new deal room is created.
- New Members — Triggers when new member is added.
- New Mutual Action Plan — Triggers when new mutual action plan is created in deal room.
- New Stages — Triggers when new stage is created.
Actions (17)
Things Salesflare can make it do
- Add or Remove Contact to Deal Room — Add or Remove Contact to Deal Room
- Add or Remove Member to Deal Room — Add or Remove Member to Deal Room
- Create Action Item — Create a new action item
- Create Company — Create a new company
- Create Contact — Create a new contact
Show 12 more actions
- Create Content — Create a new content
- Create Deal Room — Create a new deal room
- Create Deal Room Asset — Create a new deal room asset
- Create Mutual Action Plan — Create a new mutual action plan
- Delete Action Item — Delete all action items
- Delete Deal Room Asset — Delete Deal Room Asset
- Delete Mutual Action Plan — Delete Mutual Action Plan and its action items
- Mark Action Item (Complete/Incomplete) — Mark Action Item Complete/Incomplete
- Update Action Item — Update Action Item Details
- Update Deal Room — Update Deal Room Details
- Update Deal Room Asset — Update Deal Room Asset
- Update Mutual Action Plan — Update Mutual Action Plan Details
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