Keep In Touch and Salesflare

How to connect Keep In Touch

What you can automate

  • When new Contact in Keep In Touch, find or create contact in Salesflare.
  • When new Deal in Keep In Touch, create opportunity in Salesflare.
  • When new Opportunity in Salesflare, add Deal in Keep In Touch.

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.

Keep In Touch operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Contact — Triggers when a new Contact is created.
  • New Deal — Adds a deal to the database via an http form post. A successful post will return a success message and the dealid for the new contact.

Actions (12)

Things Salesflare can make it do

  • Add Deal — Adds a new deal to Keep In Touch.
  • Create (Set) Opt in Status — Set the opt in Status of an email address. You cannot overwrite an email address already marked as Spam, Opt Out or Bounce.
  • Create Contact — Adds a contact to the database.
  • Delete Contact — Delete a contact.
  • Delete Contact by Email — Delete a contact by email address.
Show 7 more actions
  • Get Deals — Lists Deals for an account based on information sent via an http form post.
  • New Contact Note — Update a contact in the database.
  • Update (Assign) Autoresponder — Assign an Autoresponder to a contact in the database (the contact must be opted in before an Autoresponder can be assigned).
  • Update (Assign) to Do Plan — Assign an To-Do Plan to a contact in the database via an http form post.
  • Update (Run) Action Set — Run an Action Set on a contact in the database.
  • Update Contact — Update a contact in the database via an http form post.
  • Update Contact Flags — Update a contact's flags in the database.

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