Initiative CRM and Salesflare
How to connect Initiative CRM
- Via Make — 7 modules available. Set it up ↗
Initiative CRM operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Records — Triggers when a record is created or updated.
Actions (5)
Things Salesflare can make it do
- Create a Record — Creates a new record.
- Delete a Record — Deletes a record.
- Get a Record — Return the data of a specified record of selected module.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Record — Updates an existing record.
Searches (1)
Look up existing records
- Search Records — Retrieves the records of the selected module that match the specified criteria.
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