MobiCRM and Salesflare

How to connect MobiCRM

What you can automate

  • When account Created in MobiCRM, find or create account in Salesflare.
  • When contact Created in MobiCRM, find or create contact in Salesflare.
  • When new Account in Salesflare, create Account in MobiCRM.
  • When new Task in Salesflare, create Todo in MobiCRM.

About MobiCRM

MobiCRM is a smartphone-first CRM, designed for your itinerant sales force, offering prospection tools, contacts management, and calendar synchronization.

MobiCRM operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Account Created — Triggers when a new account has been created in MobiCRM.
  • Contact Created — Triggers when a new contact has been created in MobiCRM.

Actions (5)

Things Salesflare can make it do

  • Create Account — Creates a new account in MobiCRM
  • Create Contact — Creates a new contact in MobiCRM
  • Create Lead — Creates a new lead
  • Create Minutes — Creates a new minutes in MobiCRM.
  • Create Todo — Creates a new todo

MobiCRM operations on Make

Actions (6)

Things Salesflare can make it do

  • Create Minutes — Creates minutes.
  • Create a Contact — Creates a contact.
  • Create a Lead — Creates a lead.
  • Create a Todo — Creates a todo.
  • Create an Account — Creates an account.
Show 1 more actions
  • Make an API Call — Performs an arbitrary authorized API call.

Similar apps

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