Leader CRM and Salesflare

How to connect Leader CRM

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.

Leader helps businesses to capture and manage leads & customers on the go.

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

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.

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.

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