Fieldnotes and Salesflare
How to connect Fieldnotes
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- 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 Meeting Note in Fieldnotes, create meeting, then create call in Salesflare.
- When new or Updated Task in Fieldnotes, create task in Salesflare.
- When new or Updated Transaction in Fieldnotes, create opportunity, then find or create contact in Salesflare.
About Fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
Fieldnotes operations on Zapier
Triggers (7)
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
- New or Updated Task — Triggers when you add or update a Task.
- New or Updated Transaction — Triggers when you add or update a transaction.
Actions (3)
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).
Searches (1)
Look up existing records
- Contact Lookup — It will lookup for contact based on input field data
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