Liteo and Salesflare

How to connect Liteo

Liteo is a simple CRM for contacts, deals, tasks, and customer follow-up.

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.

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.

Look up existing records

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