Markate and Salesflare
How to connect Markate
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Customer in Markate, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer Group in Markate, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer Source in Markate, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in Markate, create opportunity in Salesflare.
- When new Invoice in Markate, create opportunity, then find or create contact in Salesflare.
- When new Lead in Markate, find or create contact in Salesflare.
About Markate
Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.
Markate operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Call From Kate-Ai Receptionist — Triggers when a new call is added by Kate-AI Receptionist.
- New Customer — Triggers when a new customer is added.
- New Customer Group — Triggers when a new customer group is created.
- New Customer Source — Triggers when a new customer source is created.
- New Estimate — Triggers when an estimate is added, also filter estimates by status and customer.
Show 5 more triggers
- New Invoice — Triggers when an invoice is added, also filter by status and customer.
- New Lead — Triggers when a lead is added, also filter by status, source type, customer source, lead label, lead stage.
- New Lead Label — Triggers when a new lead label is added.
- Work Order Completed — Triggers when a work order status changes to completed or invoiced.
- Work Order Scheduled — Triggers when a work order is scheduled.
Actions (3)
Things Salesflare can make it do
- Create Customer — Create a new customer on Markate
- Create Customer Source — Add a new customer source on Markate
- Create Lead — Create a new lead on Markate
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
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