Finaeo and Salesflare

CRM (Customer Relationship Management) finaeo.com ↗

How to connect Finaeo

Via Zapier — 15 operations available. Set it up ↗

What you can automate

When new Contact in Finaeo, find or create contact in Salesflare.
When new Contact Note in Finaeo, find or create contact in Salesflare.
When new Team Contact Note in Finaeo, find or create contact in Salesflare.
When updated Contact in Finaeo, find or create contact in Salesflare.
When updated Team Contact in Finaeo, find or create contact in Salesflare.

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

Finaeo operations on Zapier

Triggers (5)

Start a workflow when this happens

New Contact — Triggers when a new contact is created.
New Contact Note — Triggers when a new contact note is created.
New Team Contact Note — Triggers when a new contact note is created for your team.
Updated Contact — Triggers when a contact is updated.
Updated Team Contact — Triggers when a contact is updated in your team.

Actions (6)

Things Salesflare can make it do

Create Contact — Create a new contact
Create Contact Note — Create a note for a contact
Create Team Contact — Create a new team contact
Create Team Contact Note — Create a note for a team contact
Update Contact — Update Contact by ID

Show 1 more actions

Update Team Contact — Update Team Contact by ID

Searches (4)

Look up existing records

Find Contact — Finds a contact.
Find a Team Contact — Finds a team contact.
Find or Create Team Contact — Finds a team contact & creates it if not exist.
Find or Create a Contact — Searches for a contact & creates it if not found.