Lev and Salesflare
How to connect Lev
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Deal in Lev, create opportunity in Salesflare.
- When new Deal Note in Lev, create opportunity in Salesflare.
- When updated Deal in Lev, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Deal Note in Lev.
About Lev
Lev is a digital platform that connects commercial real estate sponsors and brokers with lenders and keeps their deals on track.
Lev operations on Zapier
Triggers (9)
Start a workflow when this happens
- Launched Placement — Triggers when a placement is launched to a lender.
- New Deal — Triggers when a new deal is created.
- New Deal Note — Triggers when a new note is added to a deal.
- New Placement — Triggers when a new placement is created.
- New Term Sheet — Triggers when a new term sheet is uploaded.
Show 4 more triggers
- New or Updated or Deleted Resource — Triggers when a resource is created, updated, or deleted.
- Updated Deal — Triggers when an existing deal is updated.
- Updated Placement — Triggers when an existing placement is updated.
- Updated Term Sheet — Triggers when an existing term sheet is updated.
Actions (3)
Things Salesflare can make it do
- Create Connected Lender Contact — Creates a connected lender contact relationship.
- Create Deal — Creates a deal in Lev's CRE Hub.
- Create Deal Note — Creates a note for a Deal.
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