KonnektiveCRM and Salesflare

How to connect KonnektiveCRM

When new Customer in KonnektiveCRM, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Order in KonnektiveCRM, create opportunity, then find or create contact in Salesflare.
When new Transaction in KonnektiveCRM, create opportunity, then find or create contact in Salesflare.

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

Start a workflow when this happens

New Customer — Triggers when a new customer is created.
New Order — Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.
New Transaction — Triggers when a new transaction is created.

Things Salesflare can make it do

Create Partial Order — Creates New Leads.
Create a Complete Order — Creates a complete order for a customer.
Create a Complete Order (With Line Item Support) — Creates a complete order with line support.

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