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FastGem and Salesflare

CRM (Customer Relationship Management) fastgem.net ↗

How to connect FastGem

What you can automate

  • When new Person in FastGem, find or create contact in Salesflare.
  • When new Work Order in FastGem, create opportunity, then find or create contact in Salesflare.

About FastGem

FastGem is a CRM for 3rd party utility providers

FastGem operations on Zapier

Triggers (3)

Start a workflow when this happens

  • New Item Action — Triggers when a new action log is created.
  • New Person — Triggers when a new person/submission is created in FastGem.
  • New Work Order — Triggers when a new work order is created and added to a lead/contact.

Actions (3)

Things Salesflare can make it do

  • Create Work Order — Creates a new work order associated with an existing person
  • Create/Update Person — Creates or Updates a person in the FastGem system.
  • Get Connected User's Info — Gets the info of the currently connected user.

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