Salesflare Salesflare Integrations

FirstPromoter v2 and Salesflare

firstpromoter.com ↗

How to connect FirstPromoter v2

What you can automate

  • When new Customer in FirstPromoter v2, create an account, then create a contact, then add a contact to an account in Salesflare.

FirstPromoter v2 operations on Make

Triggers (4)

Start a workflow when this happens

  • Watch New Customer — Triggers when a customer is created or converts from a lead.
  • Watch New Signup — Triggers when a promoter refers a lead
  • Watch Promoter Accepted — Triggers when a promoter is accepted into a campaign in FirstPromoter
  • Watch Reward Created — Triggers when a reward or commission is generated.

Actions (12)

Things Salesflare can make it do

  • Add a Promoter to a Campaign — Adds a promoter to a campaign.
  • Assign Parent Promoter — Assigns a parent promoter to your promoters.
  • Create a Promoter — Creates a promoter in your FirstPromoter account.
  • Make an API Call — Performs an arbitrary authorized API call
  • Move a Promoter to a Campaign — Moves a promoter into a campaign.
Show 7 more actions
  • Move a Referral to a Promoter — Moves referrals to another promoter.
  • Retrieve a Promoter — Retrieves for a promoter by email, auth_token, ref_token, or promo_code on FirstPromoter.
  • Retrieve a Referral — Retrieves a referral by email/uid/username on FirstPromoter.
  • Track a Cancellation — This action will mark the customer as cancelled and will decrease the MRR generated by them.
  • Track a Lead/Signup — Creates a new lead and assigns it to an affiliate/promoter.
  • Track a Refund and Negative Commission — Generates a refund. This action is similar to the sales action and generates negative commissions.
  • Track a Sale and Commission — Generates a commission for a sale from an affiliate/promoter.

Not using Salesflare yet?

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.

Try it for free