LeadStation and Salesflare
How to connect LeadStation
- Via Zapier — 7 operations available. Set it up ↗
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
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