LeadSimple and Salesflare

How to connect LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Start a workflow when this happens

Call Completed — Triggers when a new call is completed.
Inbound Conversation Created — Triggers when an inbound conversation is created.
Lead Changes Pipeline — Triggers when a lead changes pipelines.
Lead Changes Stage — Triggers when a lead changes stages.
Lead Changes Tags — Triggers when a lead's tags change.

Show 12 more triggers

Lead Created — Triggers when a new lead is created.
Lead Is Reassigned — Triggers when a lead is reassigned.
Lead Opens Email — Triggers when a lead opens email.
Outbound Conversation Created — Triggers when an outbound conversation is created.
Process Changes Stage — Triggers when a process changes stages.
Process Changes Tags — Triggers when a process changes tags.
Process Created — Triggers when a new process is created.
Process Reassigned — Triggers when a process is reassigned.
Task Completed — Triggers when a task is completed.
Task Completed Automatically — Triggers when a task is completed automatically. An automatic task set to auto send.
Task Completed Manually — Triggers when a task is completed manually. A manual task that does NOT use auto send.
Task Created — Triggers when a task is created.

Things Salesflare can make it do

Create Call — Creates a Call in your account
Create Lead — Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Create Lead Note — Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.
Create Process — Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
Create Process Note — Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.

Show 7 more actions

Tag Conversation — Tags a Conversation.
Update Contact — Updates a Contact in your account.
Update Conversation — Updates a Conversation.
Update Lead — Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Update Process — Updates a Process. You'll need to specify a Process Type and a Stage.
Update Property — Updates a Property.
Update Unit — Updates a Unit.

Look up existing records

Get Lead — Gets a Lead in your account by ID.
Get Process — Gets a Process in your account by ID.
Search Contact — Searches a contact in your account by name, phone number or email address.
Search Lead — Searches a Lead in your account by name, contact email address or phone number, property address etc. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.
Search Process — Searches a Process in your account by name, contact email address or phone number, property address etc. You can specify a Process Type to search within, otherwise it searches all Process Types in your account.

Show 3 more searches

The CRM your team will love to use.

B2B lead generation platform

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…

Zapier Forms is an automated way to collect data and integrate your form with workflows that can…

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…

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.