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

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.

Things Salesflare can make it do

Markate and Salesflare