Leader CRM and Salesflare
How to connect Leader CRM
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Contact in Leader CRM, find or create contact in Salesflare.
- When new Note in Leader CRM, create internal note in Salesflare.
- When new or Updated Contact in Leader CRM, find or create contact in Salesflare.
- When new Task in Leader CRM, create task in Salesflare.
- When updated Contact in Leader CRM, find or create contact in Salesflare.
- When new Task in Salesflare, create Task in Leader CRM.
About Leader CRM
Leader helps businesses to capture and manage leads & customers on the go.
Leader CRM operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Activity — Triggers when a new record is added to the Last Activity column.
- New Contact — Triggers when a new contact is created.
- New Note — Triggers when a new note is created.
- New Task — Triggers when a new task is created.
- New or Updated Contact — Triggers when a new contact is created or when an existing contact is updated.
Show 1 more triggers
- Updated Contact — Triggers when an existing contact is updated.
Actions (5)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Note — Creates a new note for an existing contact.
- Create Task — Creates a new task.
- Find or Create Contact — Finds an existing contact by phone number, email, or name. Creates a contact if none are found.
- Update Contact — Updates existing contact.
Searches (2)
Look up existing records
- Find Contact — Finds an existing contact by phone number, email, or name.
- Find or Create Contact — Finds an existing contact by phone number, email, or name. Creates a contact if none are found.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free