Delenta and Salesflare
How to connect Delenta
- Via Zapier — 22 operations available. Set it up ↗
What you can automate
- When new Client Note in Delenta, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Client Task in Delenta, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Course Purchase in Delenta, create opportunity, then find or create contact in Salesflare.
- When new Invited Client in Delenta, create meeting, then create call in Salesflare.
- When new Invitation Accepted Client in Delenta, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invited Prospect in Delenta, create meeting, then create call in Salesflare.
About Delenta
Delenta is an all-in-one digital platform for knowledge-based entrepreneurs, such as coaches, mentors, and consultants. Through our platform, you can launch, manage & market your practice with ease and effortless professionalism.
Delenta operations on Zapier
Triggers (21)
Start a workflow when this happens
- Course Completion — Triggers when a Course is Completed
- Form Submission — Triggers when a Form is Complete
- New Client Note — Triggers when a new client note is created.
- New Client Task — Triggers when a new client task is created.
- New Course Purchase — Triggers when a new Course is Purchased.
Show 16 more triggers
- New Invitation Accepted Client — Triggers when invited client accept the invitation.
- New Invitation Accepted Prospect — Triggers when invited prospect accept the invitation.
- New Invited Client — Triggers when a new Invited Client is created.
- New Invited Prospect — Triggers when a new Invited Prospect is created.
- New Lead Creation — Triggers when a new Lead is created.
- New Package Purchase — Triggers when a new Package is Purchased.
- New Session Creation — Triggers when a new session is created.
- New Session Reminder — Triggers when a new session reminder is triggered.
- Package Completion — Triggers when a Package is Completed
- Session Cancelled — Triggers when a Session is Cancelled
- Session Completed — Triggers when a Session is Completed
- Session Rescheduled — Triggers when a Session is Rescheduled
- Team Admins Assign Packages (Team Only) — Triggers when a Team admin is assigned package - (Team only)
- Team Admins Create Tasks (Team Only) — Triggers when a Team admin is created note - (Team only)
- Team Coach Accept Invitation (Team Only) — Triggers when a Coach is accepted Invitation - (Team only)
- Team Coach Invitation (Team Only) — Triggers when a Coach is Invited - (Team only)
Actions (1)
Things Salesflare can make it do
- Create Client — Create a client after purchase a service
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