iFactFind and Salesflare
How to connect iFactFind
- Via Zapier — 1 operations available. Set it up ↗
What you can automate
- When new Client in iFactFind, find or create account, then find or create contact, then add contact to account in Salesflare.
About iFactFind
iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.
iFactFind operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Client — Triggers when a new client is added or an existing client is updated in iFactFind.
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