KonnektiveCRM and Salesflare
How to connect KonnektiveCRM
- Via Zapier — 6 operations available. Set it up ↗
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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