Eazy CXM and Salesflare
How to connect Eazy CXM
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Contact in Eazy CXM, find or create contact in Salesflare.
- When new Deal . in Eazy CXM, create opportunity in Salesflare.
- When deal Won in Eazy CXM, create opportunity in Salesflare.
- When new Lead in Eazy CXM, find or create contact in Salesflare.
- When lead Status Changed in Eazy CXM, find or create contact in Salesflare.
- When new Meeting in Eazy CXM, create meeting, then create call in Salesflare.
About Eazy CXM
Eazy CXM is a customer relationship management platform for managing leads, deals, contacts, and meetings.
Eazy CXM operations on Zapier
Triggers (6)
Start a workflow when this happens
- Deal Won — Triggers when a deal is marked as won .
- Lead Status Changed — Triggers when a lead status changes.
- New Contact — Triggers when a new contact is created.
- New Deal . — Triggers when a new deal is created.
- New Lead — Triggers when a new lead is created.
Show 1 more triggers
- New Meeting — Triggers when a new meeting is created.
Actions (6)
Things Salesflare can make it do
- Create Contact — Description: Creates a new contact record.
- Create Deal — Creates a new deal record.
- Create Lead — Creates a new lead record.
- Schedule Meeting — Creates a new meeting record
- Update Deal — Modify an existing deal — change status, value, dates, etc.
Show 1 more actions
- Update Lead — Updates an existing lead record.
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