Liteo and Salesflare
How to connect Liteo
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When new Business in Liteo, find or create account in Salesflare.
- When new Contact in Liteo, find or create contact in Salesflare.
- When new Deal in Liteo, create opportunity in Salesflare.
- When new Task in Liteo, create task in Salesflare.
- When task Completed in Liteo, create task in Salesflare.
- When updated Business in Liteo, find or create account in Salesflare.
About Liteo
Liteo is a simple CRM for contacts, deals, tasks, and customer follow-up.
Liteo operations on Zapier
Triggers (14)
Start a workflow when this happens
- Deal Follow-Up Due — Triggers when an open deal has a follow-up due today in the selected timezone.
- Deal Stage Changed — Triggers when a deal moves to another stage.
- New Business — Triggers when a business is created.
- New Contact — Triggers when a contact is created.
- New Deal — Triggers when a deal is created.
Show 9 more triggers
- New Task — Triggers when a task is created.
- Tag Added or Removed — Triggers when the selected tag change occurs.
- Task Completed — Triggers when a task is completed, including after it was reopened.
- Task Due — Triggers when an incomplete task is due today in the selected timezone.
- Task Overdue — Triggers when an incomplete task is overdue in the selected timezone.
- Updated Business — Triggers when a business is updated.
- Updated Contact — Triggers when a contact is updated.
- Updated Deal — Triggers when a deal is updated.
- Updated Task — Triggers when a task is updated.
Actions (11)
Things Salesflare can make it do
- Add Tag to Contact — Adds a tag to a contact.
- Create Business — Creates a business.
- Create Contact — Creates a contact.
- Create Custom Field — Creates a custom field, or returns an existing field with the same name, type, and options. Requires an admin-owned connection.
- Create Deal — Creates a deal.
Show 6 more actions
- Create Task — Creates a task.
- Create or Update Contact — Finds a contact by email, then updates it or creates it.
- Find or Create Business — Finds a business by website domain, or exact name when no website is provided, and creates it if needed.
- Update Business — Updates a business, including selected custom fields.
- Update Contact — Updates a contact.
- Update Deal — Updates a deal, including selected custom fields.
Searches (1)
Look up existing records
- Find Contact — Finds a contact by email address.
Similar apps
Salesflare The CRM your team will love to use.
Popular Zapier Make
Leadberry B2B lead generation platform
Native Zapier
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Zapier Make
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Make
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zapier
Zoho CRM Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…
Zapier Make
Not using Salesflare yet?
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.
Try it for free