KonnektiveCRM and Salesflare

How to connect KonnektiveCRM

What you can automate

  • 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.

About KonnektiveCRM

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

KonnektiveCRM operations on Zapier

Triggers (3)

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.

Actions (3)

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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