Leadgogo and Salesflare

How to connect Leadgogo

When created Appointment in Leadgogo, create meeting, then create call in Salesflare.
When created Contact in Leadgogo, find or create contact in Salesflare.
When updated Contact in Leadgogo, find or create contact in Salesflare.
When created Task in Leadgogo, create task in Salesflare.
When new Task in Salesflare, create Task in Leadgogo.

Leadgogo is a powerful omni-channel lead tracking system that centralizes communication across multiple channels.

Start a workflow when this happens

Created Appointment — Triggers when an appointment is created.
Created Contact — Triggers when a contact is created.
Created Task — Triggers when a task is created.
New Communication Interaction Received — Triggers when an inbound communication interaction is received.
New Communication Interaction Sent — Triggers when an outbound communication interaction is sent.

Show 3 more triggers

Updated Appointment — Triggers when an appointment is updated. Payload includes the appointment and a changes block.
Updated Contact — Triggers when a contact is updated. Payload includes the contact and a changes block.
Updated Task — Triggers when a task is updated. Payload includes the task and a changes block.

Things Salesflare can make it do

Add Note to Contact — Adds a note to an existing contact.
Create Appointment — Creates a new appointment.
Create Contact — Creates a new contact.
Create Task — Creates a new task.
Create or Update Contact — Creates a new contact, or updates one matched by email or phone.

Show 6 more actions

Send Message to Contact — Sends a text message to a contact over SMS, WhatsApp, Facebook Messenger, or Instagram.
Set Conversation Marked — Marks or unmarks a conversation.
Set Conversation Status — Opens or closes a conversation.
Update Appointment — Updates an existing appointment.
Update Contact — Updates an existing contact.
Update Task — Updates an existing task.

Look up existing records

Find Communication Message Options for Contact — Lists the available communication message options for a contact.
Find Contact — Finds contacts by keywords, email, phone, and other filters.
Find User — Finds users by keywords, id, or active status.

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