Getlead CRM and Salesflare

How to connect Getlead CRM

Getlead CRM is a sales CRM that captures leads from every source, assigns them to your team, and tracks follow-ups, notes and deals in one place.

Start a workflow when this happens

Lead Updated — Triggers when a lead has new activity in Getlead CRM (status change, note, call). Checks every few minutes.
New Lead — Triggers when a new lead is added in Getlead CRM. Checks for new leads every few minutes.

Things Salesflare can make it do

Add Note — Adds a note to a lead in Getlead CRM, found by lead ID, phone number or email.
Create Lead — Creates a new lead in Getlead CRM.
Create or Update Lead — Updates the lead with this phone number or email, or creates a new lead if none exists.
Find or Create Lead — Finds a lead in Getlead CRM by lead ID, phone number, email or name.
Update Lead — Updates an existing lead in Getlead CRM by its lead ID.

Look up existing records

Find Lead — Finds a lead in Getlead CRM by lead ID, phone number, email or name.

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