MeasureSquare CRM and Salesflare

CRM (Customer Relationship Management) measuresquare.com ↗

How to connect MeasureSquare CRM

Via Zapier — 16 operations available. Set it up ↗

What you can automate

When change Order Status Changed in MeasureSquare CRM, create opportunity, then find or create contact in Salesflare.
When invoice Status Changed in MeasureSquare CRM, create opportunity, then find or create contact in Salesflare.
When quote Status Changed in MeasureSquare CRM, create opportunity in Salesflare.
When new Task in Salesflare, create Task in MeasureSquare CRM.

About MeasureSquare CRM

MeasureSquare CRM is a team collaboration tool to organize tasks and keep projects on track.

MeasureSquare CRM operations on Zapier

Triggers (7)

Start a workflow when this happens

Bid Status Changed — Triggers when a bid status is changed
Bill Synced to Xero — When the CRM bill is successfully synced to Xero.
Change Order Status Changed — Triggers when a change order status is changed
Invoice Status Changed — Triggers when a invoice status is changed
Invoice Viewed — Triggers when a invoice viewed

Show 2 more triggers

Project Stage Changed — Triggers when a project stage is changed
Quote Status Changed — Triggers when a quote status is changed

Actions (9)

Things Salesflare can make it do

Change Invoice Status From XERO — Mark MeasureSquare CRM invoice as paid from XERO
Create Contact — Creates a Ticket in the system.
Create Project — Creates a project in the MeasureSquare CRM.
Create Task — Creates a task in the system.
Diagram Replace Tag — The diagram replaces the existing tag with a new one.

Show 4 more actions

Project Moved to Specific Stage — Project Moved to Specific Stage (if pipeline match)
Update Invoice Status — Update invoice status from Xero/QuickBooks
Update Project Stage — Update project's stage.
Update Purchase Order Status — Update purchase order status from Xero/QuickBooks

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