Finaeo and Salesflare
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.
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