DigitalMentors and Salesflare

How to connect DigitalMentors

When new Member in DigitalMentors, find or create contact in Salesflare.
When new Purchase in DigitalMentors, create opportunity, then find or create contact in Salesflare.
When new Payment for Product in DigitalMentors, create opportunity, then find or create contact in Salesflare.
When new Subscription in DigitalMentors, create opportunity, then find or create contact in Salesflare.

DigitalMentors is an all-in-one solution for creating, marketing, and selling digital products, as well as recurring membership programs.

Start a workflow when this happens

New Member — Triggers when new members are created.
New Payment for Product — Triggers when new payments are created for a given product.
New Prospect — Triggers when new prospects are created.
New Purchase — Triggers when new payments are created.
New Subscription — Triggers when new subscriptions are created and activated.

Show 1 more triggers

New Tag Added to Prospect — Triggers when a prospect is added to the given tag.

Things Salesflare can make it do

Add Tag to Prospect — Add a tag to an existing prospect.
Create Member — Creates a new member that was processed outside the system for a regular product. This will be marked as a manual member.
Create Payment — Creates a new payment that was processed outside the system for a regular product. This will be marked as a manual payment.
Create Prospect — Creates a new prospect.
Create Tag — Creates a new tag.

Show 7 more actions

Find or Create Member — Finds a member by email address or unique identifier.
Find or Create Payment — Finds a payment by unique identifier.
Grant Membership Plan Access — Grants the member access to a membership plan. This plan will not expire until it is revoked. This will return the subscription that was created for this plan.
Refund Payment — Refunds a payment that was manually processed in the system for a regular product.
Revoke Membership Plan Access — Revokes the member access to a membership plan. This will return the subscription that was revoked for this plan.
Update Member Custom Field — Update a custom field for an existing member.
Update Prospect Custom Field — Update a custom field for an existing prospect.