eWay-CRM and Salesflare
How to connect eWay-CRM
- Via Zapier — 19 operations available. Set it up ↗
- Via Make — 32 modules available. Set it up ↗
What you can automate
- When new or Updated Company in eWay-CRM, find or create account in Salesflare.
- When new or Updated Contact in eWay-CRM, find or create contact in Salesflare.
- When new or Updated Deal in eWay-CRM, create opportunity in Salesflare.
- When new or Updated Task in eWay-CRM, create task in Salesflare.
About eWay-CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.
eWay-CRM operations on Zapier
Triggers (6)
Start a workflow when this happens
- New or Updated Company — Triggers when scheduled and returns a new or updated company in eWay-CRM.
- New or Updated Contact — Triggers when scheduled and returns a new or updated contact in eWay-CRM.
- New or Updated Deal — Triggers when scheduled and returns a new or updated deal in eWay-CRM.
- New or Updated Journal — Triggers when scheduled and returns a new or updated journal in eWay-CRM.
- New or Updated Project — Triggers when scheduled and returns a new or updated project in eWay-CRM.
Show 1 more triggers
- New or Updated Task — Triggers when scheduled and returns a new or updated task in eWay-CRM.
Actions (6)
Things Salesflare can make it do
- Save a Company — Creates a new company or edits an existing one.
- Save a Contact — Creates a new contact or edits an existing one.
- Save a Deal — Creates a new deal or edits an existing one.
- Save a Journal — Creates a new journal or edits an existing one.
- Save a Project — Creates a new project or edits an existing one.
Show 1 more actions
- Save a Task — Creates a new task or edits an existing one.
Searches (7)
Look up existing records
- Find a Company — Returns a specified company.
- Find a Contact — Returns a specified contact.
- Find a Deal — Returns a specified deal.
- Find a Drop-Down Menu Value — Get a drop-down menu value.
- Find a Journal — Returns a specified journal.
Show 2 more searches
- Find a Project — Returns a specified project.
- Find a Task — Returns a specified task.
eWay-CRM operations on Make
Actions (25)
Things Salesflare can make it do
- Create a Company — Creates a new company.
- Create a Contact — Creates a new contact.
- Create a Deal — Creates a new deal.
- Create a Journal — Creates a new journal.
- Create a Project — Creates a new project.
Show 20 more actions
- Create a Task — Creates a new task.
- Delete a Company — Deletes an existing company.
- Delete a Contact — Deletes an existing contact.
- Delete a Deal — Deletes an existing deal.
- Delete a Journal — Deletes an existing journal.
- Delete a Project — Deletes an existing project.
- Delete a Task — Deletes an existing task.
- Get a Company — Retrieves an existing company.
- Get a Contact — Retrieves an existing contact.
- Get a Deal — Retrieves an existing deal.
- Get a Journal — Retrieves an existing journal.
- Get a Project — Retrieves an existing project.
- Get a Task — Retrieves an existing task.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Company — Updates an existing company.
- Update a Contact — Updates an existing contact.
- Update a Deal — Updates an existing deal.
- Update a Journal — Updates an existing journal.
- Update a Project — Updates an existing project.
- Update a Task — Updates an existing task.
Searches (7)
Look up existing records
- Search Companies — Searches for companies or lists them all.
- Search Contacts — Searches for contacts or lists them all.
- Search Deals — Searches for deals or lists them all.
- Search Drop-Down Menu Values — Searches for drop-down menu values.
- Search Journals — Searches for journals or lists them all.
Show 2 more searches
- Search Projects — Searches for projects or lists them all.
- Search Tasks — Searches for tasks or lists them all.
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