Kopperfield and Salesflare

How to connect Kopperfield

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

Kopperfield is a software platform that helps electrical contractors with planning, design, and field service management.

Start a workflow when this happens

Appointment Created — Triggers when an appointment is created.
Bid Accepted — Triggers when a bid is accepted by the customer
Deposit Received — Triggers when Kopperfield received a deposit payment from the customer.
Document Pushed — [BETA] Triggers when someone pushes a document (load calculation, panel schedule, or fault current calculation) from Kopperfield. Includes a download link to the document's PDF and its job metadata, so you can forward it to systems like ServiceTitan.
Payment Received — Triggers when Kopperfield received a payment from the customer.

Show 2 more triggers

Project Created — Triggers when a project is created.
Project Pairing Status Updated — Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.