Inly and Salesflare

How to connect Inly

When client Created in Inly, find or create account, then find or create contact, then add contact to account in Salesflare.
When payment Received in Inly, create opportunity, then find or create contact in Salesflare.

Inly is a business management platform that helps teams manage leads, contacts, events, and workflows in one place.

Start a workflow when this happens

Things Salesflare can make it do

Create Client — Creates a new client record
Create Lead — Creates a new lead in Inly. The contact is added to your CRM with a lead status.
Create Project — Creates a project tied to a client.
Update Client — Updates existing client details
Update Project — Updates existing project details

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