myhm and Salesflare

How to connect myhm

What you can automate

  • When new Customer in myhm, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When updated Customer in myhm, find or create account, then find or create contact, then add contact to account in Salesflare.

About myhm

myhm is a CRM and communication tool for residential construction companies.

myhm operations on Zapier

Triggers (6)

Start a workflow when this happens

  • New Asset — Triggers when a new asset is created.
  • New Customer — Triggers when a new customer is created.
  • New Project — Triggers when a new project is created.
  • Updated Asset — Triggers when a asset is updated.
  • Updated Customer — Triggers when a customer is updated.
Show 1 more triggers
  • Updated Project — Triggers when a project is updated.

Actions (3)

Things Salesflare can make it do

  • Create Asset — Create an asset.
  • Create Customer — Create a customer.
  • Create Project — Create a project construction.

Searches (6)

Look up existing records

  • Get Asset — Finds an Asset.
  • Get Assets — Get Asset List.
  • Get Customer — Finds a customer.
  • Get Customers — Get Customer List
  • Get Project — Finds a project construction.
Show 1 more searches
  • Get Projects — Get project construction list.

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