Model Match and Salesflare

How to connect Model Match

What you can automate

  • When contact Is Added to a Requisition in Model Match, find or create contact in Salesflare.
  • When contact Stage Is Updated in Model Match, find or create contact in Salesflare.
  • When contact Updated in Model Match, find or create contact in Salesflare.
  • When to-Do Completed in Model Match, create task in Salesflare.

About Model Match

Model Match helps forward thinking mortgage lenders streamline the recruiting process and bring their team and pipeline into one central, collaborative space.

Model Match operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Contact Responded to Sequence — Triggers when a contact responds to a sequence.
  • Contact Is Added to a Requisition — Triggers when a contact is added to a requisition.
  • Contact Is Assigned — Triggers when a contact is assigned to a user.
  • Contact Is Marked as Touched — Triggers when a contact is marked as touched.
  • Contact Stage Is Updated — Triggers when the contact stage has been updated.
Show 3 more triggers
  • Contact Updated — Triggers when a contact is updated.
  • Requisition Contact Is Tagged — Triggers when a requisition contact has been tagged.
  • To-Do Completed — Triggers when a To-Do is marked as complete.

Actions (5)

Things Salesflare can make it do

  • Add Contact to Requisition — Creates a new contact and adds it to a specified requisition
  • Add Contact to a Sequence — Creates a new contact and adds it to a sequence
  • Add a Contact — Adds a new user contact
  • Assign a Contact to a User — Creates a new contact and adds it to a specified requisition. Then assigns the contact to a user
  • Update Contact Stage — Updates a Contact to a stage

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