GETMIND and Salesflare

How to connect GETMIND

What you can automate

  • When new Client in GETMIND, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Estimate in GETMIND, create opportunity in Salesflare.
  • When new Invoice in GETMIND, create opportunity, then find or create contact in Salesflare.
  • When new Lead in GETMIND, find or create contact in Salesflare.
  • When new Task in GETMIND, create task in Salesflare.

About GETMIND

GETMIND is the all-in-one cloud software for successful agencies.

GETMIND operations on Zapier

Triggers (9)

Start a workflow when this happens

  • New Calendar Entry — Triggers when a new calender entry is created.
  • New Client — Triggers when a new client is created.
  • New Employee — Triggers when a new employee is created.
  • New Estimate — Triggers when a new estimate is created.
  • New Invoice — Triggers when a new invoice is created.
Show 4 more triggers
  • New Lead — Triggers when a new lead is created.
  • New Project — Triggers when a new project is created.
  • New Services — Triggers when a new service is created.
  • New Task — Triggers when a new task is created.

Actions (2)

Things Salesflare can make it do

  • Create Lead — This action creates a lead
  • Create Project — Creates a new project.

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