Flexie CRM and Salesflare

CRM (Customer Relationship Management) flexie.io ↗

How to connect Flexie CRM

Via Zapier — 31 operations available. Set it up ↗
Via Make — 27 modules available. Set it up ↗

What you can automate

When new Account in Flexie CRM, find or create account in Salesflare.
When new Contact in Flexie CRM, find or create contact in Salesflare.
When new Deal in Flexie CRM, create opportunity in Salesflare.
When new Lead in Flexie CRM, find or create contact in Salesflare.
When new Account in Salesflare, create Account in Flexie CRM.
When new Opportunity in Salesflare, create Deal in Flexie CRM.

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

Flexie CRM operations on Zapier

Triggers (10)

Start a workflow when this happens

New Account — Triggers when new account is added within a workflow with a Zapier action.
New Contact — Triggers when a new contact is added within a workflow with a Zapier action.
New Custom Entity — Triggers when a new Custom Entity is created within a workflow with a Zapier action.
New Deal — Triggers when new deal is added within a workflow with a Zapier action.
New Lead — Triggers when new lead is added within a workflow with a Zapier action.

Show 5 more triggers

Update Account — Triggers when an account is updated within a workflow with a Zapier action.
Update Contact — Triggers when a contact is updated within a workflow with a Zapier action.
Update Custom Entity — Triggers when a Custom Entity is updated within a workflow with a Zapier action.
Update Deal — Triggers when deal is updated within a workflow with a Zapier action.
Update Lead — Triggers when lead is updated within a workflow with a Zapier action.

Actions (16)

Things Salesflare can make it do

Create Account — Creates a new account.
Create Contact — Creates a new contact.
Create Custom Entity — Creates a Custom Entity.
Create Deal — Creates a new deal.
Create Lead — Creates a new lead.

Show 11 more actions

Find or Create Contact — Find or Create Contact
Find or Create Custom Field — Find or Create Custom Field
Find or Create Lead — Find or Create Lead
Find or Create a Deal — Find or Create a Deal
Find or Create an Account — Find or Create an Account
Push to Dynamic Endpoint — Push record to Dynamic Endpoint.
Update Account — Updates an account.
Update Contact — Updates a contact.
Update Custom Entity — Updates a Custom Entity.
Update Deal — Updates a deal.
Update Lead — Updates a lead.

Searches (5)

Look up existing records

Find Account — Finds an existing account.
Find Contact — Find an existing Contact.
Find Custom Entity — Finds an Existing Custom Entity Record.
Find Deals — Finds an existing Deal.
Find Lead — Find an existing Lead.

Flexie CRM operations on Make

Triggers (1)

Start a workflow when this happens

Universal Trigger — Triggers when the entity to which you attached the webhook is executed.

Actions (21)

Things Salesflare can make it do

Create a Contact — Creates a contact.
Create a Custom Entity — Creates a custom entity.
Create a Deal — Creates a deal.
Create a Lead — Creates a lead.
Create an Account — Creates an account.

Show 16 more actions

Delete a Contact — Deletes a contact.
Delete a Custom Entity — Deletes a custom entity.
Delete a Deal — Deletes a deal.
Delete a Lead — Deletes a lead.
Delete an Account — Deletes an account.
Get a Contact — Gets a contact.
Get a Custom Entity — Gets a custom entity.
Get a Deal — Gets a deal.
Get a Lead — Gets a lead.
Get an Account — Gets an account.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact — Updates a contact.
Update a Custom Entity — Updates a custom entity.
Update a Deal — Updates a deal.
Update a Lead — Updates a lead.
Update an Account — Updates an account.

Searches (5)

Look up existing records

List Accounts — Gets all accounts.
List Contacts — Gets all contacts.
List Custom Entities — Gets all custom entities.
List Deals — Gets all deals.
List Leads — Gets all leads.

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