MPU-Manager and Salesflare

How to connect MPU-Manager

When new Client in MPU-Manager, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Webinar Registration in MPU-Manager, create meeting, then create call in Salesflare.
When new Opportunity in Salesflare, create Deal in MPU-Manager.

MPU-Manager is a web-based platform for managing clients, appointments, and documents in professional MPU preparation workflows.

Start a workflow when this happens

Contract Paid — Triggers when the first payment or full balance for a contract is completed.
Contract Signed — Triggers when a client digitally signs a contract offer.
Deal Stage Changed — Triggers instantly when a deal is moved to a different pipeline stage.
Double Opt-In Confirmed — Triggers when a contact confirms their email marketing consent (GDPR double opt-in).
List Team Members — Triggers when you select a team tember for client create

Show 3 more triggers

New Activity Logged — Triggers when a call, note, email, or SMS activity is recorded on a lead.
New Client — Triggers when a new client is created
New Webinar Registration — Triggers when a person registers for an on-demand or scheduled webinar.

Things Salesflare can make it do

Create Client — Creates a new client with personal data, MPU reason, and optional address information.
Create Deal — Creates a new deal in a CRM pipeline for a contact. Loads pipeline stages and custom deal properties automatically.
Create or Update Contact — Creates a new contact in your CRM or updates an existing contact if the email address already exists.
Find or Create Client — Search and find a client by email and stop the workflow if they already exist.
Log Activity — Logs an activity (call, note, email, SMS) on the contact's CRM timeline.

Show 2 more actions

Move Deal Stage — Moves an existing deal to a new stage in your CRM pipeline. Identify the deal by Deal ID or by contact email.
Unsubscribe Email — Unsubscribes an email address from your marketing email sequences and automations.

Look up existing records

Client Search — Search and find a client by email and stop the workflow if they already exist.
Find Contact — Finds an existing contact in your CRM by email or phone number.
Find Contract — Finds an existing contract offer by customer email or contract ID.
Find Webinar Registration — Finds a participant's webinar registration by email address to check attendance status or watch time.