MyCRM Sync and Salesflare

CRM (Customer Relationship Management) mycrm.loanmarketgroup.com ↗

How to connect MyCRM Sync

Via Zapier — 6 operations available. Set it up ↗

What you can automate

When contact Created in MyCRM Sync, find or create contact in Salesflare.
When contact Updated in MyCRM Sync, find or create contact in Salesflare.
When deal Status Changed in MyCRM Sync, create opportunity in Salesflare.

About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

MyCRM Sync operations on Zapier

Triggers (5)

Start a workflow when this happens

Contact Created — Triggers when a new contact is created.
Contact Created/Updated/Deleted — Triggers when a new contact is created/updated/deleted.
Contact Deleted — Triggers when a new contact is deleted.
Contact Updated — Triggers when a new contact is updated.
Deal Status Changed — Triggers when a deal changes status.

Actions (1)

Things Salesflare can make it do

Create a Lead — Creates a basic lead

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