FieldPulse and Salesflare
How to connect FieldPulse
- Via Zapier — 16 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Customer in FieldPulse, find or create account, then find or create contact, then add contact to account in Salesflare.
- When last 48hrs Updated Contacts in FieldPulse, find or create contact in Salesflare.
- When last Created Contact in FieldPulse, find or create contact in Salesflare.
- When last Updated Contact in FieldPulse, find or create contact in Salesflare.
About FieldPulse
FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.
FieldPulse operations on Zapier
Triggers (6)
Start a workflow when this happens
- Get Customer Pipeline Statuses — Get Updated Pipeline Status
- Get Job Workflow Statuses — Get Updated Workflow Status
- Last 48hrs Updated Contacts — Trigger to get the updated contacts in the last 48 hours.
- Last Created Contact — Trigger when a new contact is added.
- Last Updated Contact — Trigger when a contact is updated.
Show 1 more triggers
- New Customer — Trigger when a new customer is added.
Actions (6)
Things Salesflare can make it do
- Attach Customer File — Attach Customer File
- Attach Job File — Attach File to Job
- Create Customer — Creates a new customer.
- Create Job — Creates a new job.
- Create Lead — Creates a new lead.
Show 1 more actions
- Find or Create a Customer — x
Searches (4)
Look up existing records
- Search Customer — Search customers.
- Search Job — Search one job in the system
- Search Jobs — Search jobs in the system
- Search Projects — Search projects in the system
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