installHUB and Salesflare

How to connect installHUB

What you can automate

  • When appointment Created in installHUB, create meeting, then create call in Salesflare.
  • When payment Received in installHUB, create opportunity, then find or create contact in Salesflare.

About installHUB

installHUB, the flexible solution helping you engage, track and manage customers and installation lifecycles with efficiency and simplicity.

installHUB operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Appointment Created — Triggers when a new appointment is created.
  • Job Added — Triggers when a new job is created in your EV-comply account
  • Job Status Changed — Triggers when the status changes for a job
  • Job Submitted to DNO — Triggers when the job is submitted to a DNO
  • Payment Received — Triggers when a new payment is received from a customer

Actions (2)

Things Salesflare can make it do

  • Create Customer as New Lead — Create a customer in your account and associate to a new lead
  • Update Job Status — Update the status of a job

Searches (1)

Look up existing records

  • Find Job — Finds a Job in your account

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