Hanna CRM and Salesflare
How to connect Hanna CRM
- Via Zapier — 42 operations available. Set it up ↗
What you can automate
- When new Contact in Hanna CRM, find or create contact in Salesflare.
- When new Customer in Hanna CRM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in Hanna CRM, find or create contact in Salesflare.
- When new Opportunity in Hanna CRM, create opportunity in Salesflare.
- When new Task in Hanna CRM, create task in Salesflare.
- When new Ticket in Hanna CRM, create task in Salesflare.
About Hanna CRM
Hanna CRM is a tool designed for a more organized management of the sales, projects, customer service and other processes.
Hanna CRM operations on Zapier
Triggers (14)
Start a workflow when this happens
- New Contact — Triggers when a contact is created.
- New Customer — Triggers when a customer is created.
- New Lead — Triggers when a lead is created.
- New Object — Triggers when an object is created.
- New Opportunity — Triggers when an opportunity is created.
Show 9 more triggers
- New Task — Triggers when a task is created.
- New Ticket — Triggers when a ticket is created.
- Updated Contact — Triggers when a contact is updated.
- Updated Customer — Triggers when a customer is updated.
- Updated Lead — Triggers when a lead is updated.
- Updated Object — Triggers when an object is updated.
- Updated Opportunity — Triggers when an opportunity is updated.
- Updated Task — Triggers when a task is updated.
- Updated Ticket — Triggers when a ticket is updated.
Actions (21)
Things Salesflare can make it do
- Create Contact — Creates a new contact for a customer.
- Create Customer — Creates a new customer.
- Create Lead — Creates a new lead.
- Create Object — Creates a new object.
- Create Opportunity — Creates a new opportunity.
Show 16 more actions
- Create Task — Creates a new task.
- Create Ticket — Creates a new ticket.
- Find or Create Contact — Finds a contact, creating one if it does not exist yet.
- Find or Create Customer — Finds a customer, creating one if it does not exist yet.
- Find or Create Lead — Finds a lead, creating one if it does not exist yet.
- Find or Create Object — Finds an object, creating one if it does not exist yet.
- Find or Create Opportunity — Finds an opportunity, creating one if it does not exist yet.
- Find or Create Task — Finds a task, creating one if it does not exist yet.
- Find or Create Ticket — Finds a ticket, creating one if it does not exist yet.
- Update Contact — Updates an existing contact. Only the fields you fill in change.
- Update Customer — Updates an existing customer. Only the fields you fill in change.
- Update Lead — Updates an existing lead. Only the fields you fill in change.
- Update Object — Updates an existing object. Only the fields you fill in change.
- Update Opportunity — Updates an existing opportunity. Only the fields you fill in change.
- Update Task — Updates an existing task. Only the fields you fill in change.
- Update Ticket — Updates an existing ticket. Only the fields you fill in change.
Searches (7)
Look up existing records
- Find a Contact — Finds a contact by UUID, first name, last name, email, or phone.
- Find a Customer — Finds a customer by UUID, company, code, name, email, or phone.
- Find a Lead — Finds a lead by UUID, company, code, name, email, or phone.
- Find a Task — Finds a task by UUID or keyword.
- Find a Ticket — Finds a ticket by UUID or keyword.
Show 2 more searches
- Find an Object — Finds an object by UUID or keyword.
- Find an Opportunity — Finds an opportunity by UUID or keyword.
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