Fieldnotes and Salesflare

How to connect Fieldnotes

When new Contact in Fieldnotes, find or create contact in Salesflare.
When new or Updated Contact in Fieldnotes, find or create contact in Salesflare.
When new or Updated Transaction in Fieldnotes, find or create contact in Salesflare.

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Start a workflow when this happens

New AI Status — Triggers when AI status of the contact is changed.
New Contact — Triggers when you add a contact.
New Conversation — Triggers when the conversation is added.
New or Updated Contact — Triggers when you add or update a contact.
New or Updated Meeting Note — Triggers when you add or update a meeting note.

Show 2 more triggers

Things Salesflare can make it do

Add Contact — Add as a new contact.
Add Note — Add as a new note
Update or Add Contact — Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

Look up existing records

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