Menaia and Salesflare
How to connect Menaia
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Client in Menaia, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in Menaia, find or create contact in Salesflare.
- When updated Lead in Menaia, find or create contact in Salesflare.
About Menaia
Menaia is a CRM for home service businesses, managing leads, clients, scheduling, and follow-ups in one place.
Menaia operations on Zapier
Triggers (6)
Start a workflow when this happens
- Estimate Sold — Triggers the first time an estimate is sold, with its amount and the Google and Facebook Ads click details of the lead it came from. Map Conversion ID to Google Ads "Order ID" (Facebook: "Event ID") so a repeat is never counted twice.
- Invoice Paid — Triggers when an invoice is paid in full, with its amount and the Google and Facebook Ads click details of the lead it came from. An invoice that is refunded and paid again fires again, so map Conversion ID to Google Ads "Order ID" (Facebook: "Event ID") to count it once.
- New Client — Triggers when a new client is created.
- New Lead — Triggers when a new lead is created.
- New Outbound Message — Triggers when a teammate replies in an inbox thread that came from an external platform (Yelp, Angi, etc.), so the reply can be relayed back.
Show 1 more triggers
- Updated Lead — Triggers when a lead is updated.
Actions (3)
Things Salesflare can make it do
- Create Client — Creates a client, or returns the existing client matching the contact email or phone.
- Create Inbox Message — Pushes an inbound message from an external platform (Yelp, Angi, etc.) into the inbox, creating the thread if needed.
- Create Lead — Creates a new lead.
Searches (2)
Look up existing records
- Find Client — Finds a client by contact email or phone.
- Find Lead — Finds a lead by contact name, email, or phone.
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