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.

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

Start a workflow when this happens

List Team Members — Triggers when you select a team tember for client create
New Client — Triggers when a new client is created

Things Salesflare can make it do

Create Client — Creates a new client with personal data, MPU reason, and optional address information.
Find or Create Client — Search and find a client by email and stop the workflow if they already exist.

Look up existing records

Client Search — Search and find a client by email and stop the workflow if they already exist.

Collaboration & Productivity Apps for Business

Complete office suite in the cloud.

The address book built into Gmail.

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.