LeadStation and Salesflare

How to connect LeadStation

What you can automate

  • When customer Created in LeadStation, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When opportunity Created in LeadStation, create opportunity in Salesflare.
  • When new Opportunity in Salesflare, create Opportunity in LeadStation.

About LeadStation

Selling has never been easier with CRM LeadStation

LeadStation operations on Zapier

Triggers (4)

Start a workflow when this happens

  • Customer Created — Triggers when a new customer is created.
  • Opportunity Created — Triggers when a new opportunity is created.
  • Opportunity Lost — Triggers when an opportunity is lost.
  • Opportunity Sold — Triggers when an opportunity is sold.

Actions (2)

Things Salesflare can make it do

  • Create Opportunity — Create an opportunity
  • Save Customer — Update or create a new company or person

Searches (1)

Look up existing records

  • Search Customer — Search customers by the type, SSN/EIN, e-mail or phone

Similar apps

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