Menaia and Salesflare
How to connect Menaia
- Via Zapier — 7 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 (3)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Lead — Triggers when a new lead is created.
- Updated Lead — Triggers when a lead is updated.
Actions (2)
Things Salesflare can make it do
- Create Client — Creates a client, or returns the existing client matching the contact email or phone.
- 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.
Similar apps
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