Genoo and Salesflare

How to connect Genoo

What you can automate

  • When new Lead Type Members in Genoo, find or create contact in Salesflare.
  • When new Marketing Qualified Lead in Genoo, find or create contact in Salesflare.
  • When new Opportunity in Genoo, create opportunity in Salesflare.
  • When new Won Opportunity in Genoo, create opportunity in Salesflare.

About Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

Genoo operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Lead Type Members — Pull list of leads in leadtype (max 250 returned each request).
  • New Marketing Qualified Lead — Get New Marketing Qualified Leads.
  • New Opportunity — Pull New Opportunities from Your Genoo Account.
  • New Won Opportunity — Will retreive recent Won Opportunities.

Actions (6)

Things Salesflare can make it do

  • Add Scheduled Activity for Lead — Adds a new Activity record to a lead record.
  • Create Email Recipient — Add a recipient to an email in Genoo.
  • Create Lead — Add or update Lead Record within your Genoo account.
  • Create Nurturing Sequence Subscriber — Trigger a Nurturing Sequence for a lead.
  • Create Order — Adds a new order.
Show 1 more actions
  • Record Webinar Attendance — Records Webinar Attendance for a lead. Requires that the lead already be registered for the webinar in the Genoo/WPMktgEngine system. This will record "Attended" and "Did Not Attend" facts associated with the lead and a specific webinar.

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