LockedOn and Salesflare

How to connect LockedOn

What you can automate

  • When new Client in LockedOn, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Contact in LockedOn, find or create contact in Salesflare.

About LockedOn

LockedOn is a feature-rich, automated real estate CRM and marketing platform built to help real estate agents list and sell.

LockedOn operations on Zapier

Triggers (5)

Start a workflow when this happens

  • New Client — Triggers when a new client is created.
  • New Contact — Triggers when a new contact is created.
  • New Enquiry — Triggers when a new enquiry is created.
  • New Inspection — Triggers when a new inspection is created.
  • Property Status Change — Triggers when a property status changes or a property is created/deleted.

Actions (4)

Things Salesflare can make it do

  • Create Contract — Creates a Property Contract
  • Create Enquiry — Creates an Enquiry
  • Create Inspection — Creates an Inspection
  • Create Offer — Creates a Property Offer

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