Finveo CRM and Salesflare

How to connect Finveo CRM

When opportunity Won in Finveo CRM, create opportunity in Salesflare.
When new Opportunity in Finveo CRM, create opportunity in Salesflare.
When lead Contact Details Changed in Finveo CRM, find or create contact in Salesflare.
When lead Status Changed in Finveo CRM, find or create contact in Salesflare.
When new Lead in Finveo CRM, find or create contact in Salesflare.
When appointment Completed in Finveo CRM, create meeting, then create call in Salesflare.

Finveo CRM is a CRM for insurance and finance advisors: leads, appointments, calls, tasks and sales pipeline in one place.

Start a workflow when this happens

Any CRM Event — Triggers when the selected CRM event happens (the list comes live from your CRM).
Appointment Booked — Triggers when an appointment is booked (dialer, booking page, Calendly or API).
Appointment Cancelled — Triggers when an appointment is cancelled.
Appointment Completed — Triggers when an appointment is marked as completed.
Appointment No-Show — Triggers when an appointment is marked as no-show.

Show 15 more triggers

Appointment Rescheduled — Triggers when an appointment is rescheduled.
Call Ended — Triggers when a call ends, optionally only for a specific outcome.
Checklist Completed — Triggers when a meeting checklist is saved, optionally only for a specific type and outcome.
Lead Assigned — Triggers when the owner, setter or advisor of a lead changes.
Lead Contact Details Changed — Triggers when the name, phone, email, brand or campaign of a lead changes.
Lead Deleted — Triggers when a lead is moved to the trash.
Lead Status Changed — Triggers when the status of a lead changes (e.g. appointment booked, follow-up, customer).
New Activity — Triggers when a note, email or SMS is added to a lead.
New Lead — Triggers when a new lead is created.
New Opportunity — Triggers when a new opportunity is created.
Opportunity Cancelled — Triggers when an opportunity is cancelled.
Opportunity Stage Changed — Triggers when an opportunity moves to another pipeline stage.
Opportunity Value Changed — Triggers when the value or valuation sum of an opportunity changes.
Opportunity Won — Triggers when an opportunity is won (deal closed).
Sale Recorded — Triggers when a sold product (sale) is recorded.

Things Salesflare can make it do

Assign Lead — Sets the owner, setter or advisor of a lead.
Cancel Appointment — Cancels an appointment.
Complete Task — Marks a task as done.
Create Appointment — Creates an appointment for a lead. If one already exists at the same time (±2 min), no second one is created.
Create Lead — Creates a new lead. If the phone number or email already exists, the existing lead is returned (no duplicate).

Show 9 more actions

Create Note — Adds a note to a lead.
Create Task — Creates a task, with or without a lead. Without a team member it goes to the lead owner.
Find or Create Lead — Finds a lead, or creates it if it does not exist yet.
Record Ad Spend — Records ad spend per campaign and day (or month), e.g. daily from Meta Ads. The same day and campaign is replaced, not counted twice.
Reschedule Appointment — Moves an appointment to a new time.
Set Appointment Outcome — Marks an appointment as completed or no-show.
Set Lead Status — Sets the status of a lead, exactly like in the CRM (automations run as usual).
Set Opportunity Stage — Moves the open opportunity of a lead to a pipeline stage (creates one if none is open).
Update Lead — Updates name, phone, email, address, campaign, brand or custom fields of a lead. Empty fields stay unchanged.

Look up existing records

Find Appointment — Finds the appointments of a lead (newest first), optionally only upcoming open ones.
Find Lead — Finds a lead by ID, phone, email or name.
Find Team Member — Finds a team member by email or name.

The CRM your team will love to use.

B2B lead generation platform

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…

Zapier Forms is an automated way to collect data and integrate your form with workflows that can…

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.