Myphoner and Salesflare
How to connect Myphoner
- Via Zapier — 12 operations available. Set it up ↗
- Via Make — 20 modules available. Set it up ↗
What you can automate
- When new Call Back Lead in Myphoner, create a contact in Salesflare.
- When new Lost Lead in Myphoner, create a contact in Salesflare.
- When new Winner Lead in Myphoner, create a contact in Salesflare.
About Myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Myphoner operations on Zapier
Triggers (4)
Start a workflow when this happens
- Archived Lead — Triggers when a lead is archived (marked 'archive').
- Call Back — Triggers when a lead is marked for 'call back'.
- Lost Lead — Triggers when a lead is lost (marked 'loser').
- New Winner — Triggers when a lead is won.
Actions (6)
Things Salesflare can make it do
- Create Lead — Creates a new Lead.
- Find or Create Lead — Find or Create Lead
- Mark Lead as Loser — Marks a given lead as a loser.
- Mark Lead as Winner — Marks a given lead as a winner.
- Mark Lead for Call Back — Marks a given lead for call back, optionally at a specific time.
Show 1 more actions
- Update Lead — Updates an existing lead in myphoner.
Searches (2)
Look up existing records
- Find Lead — Lookup a Lead in myphoner based on a specific field with a matching value.
- Search for Lead — Lookup a Lead in myphoner based on free text search.
Myphoner operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Archived Lead — Watches for a new archived lead.
- Watch Call Back Lead — Watches for a new call back lead.
- Watch Lost Lead — Watches for a lost lead.
- Watch Winner Lead — Watches for a new winner lead.
Actions (12)
Things Salesflare can make it do
- Archive a Lead — Archives an existing lead.
- Create a List — Creates a new list.
- Create a New Lead — Creates a new lead.
- Delegate / Claim a Lead — Delegates or claims an exisitng lead to another user.
- Get a Lead — Retrieves an existing lead.
Show 7 more actions
- Get a List — Retrieves an existing list.
- Make an API Call — Performs an arbitrary authorized API Call.
- Mark a Lead as a Loser — Marks an existing lead as a loser.
- Mark a Lead as a Winner — Marks an existing lead as a winner.
- Mark a Lead for a Call Back — Marks a lead for a Call Back.
- Migrate / Move a Lead — Mirgrates / moves a lead between lists.
- Update a Lead — Updates an existing lead.
Searches (4)
Look up existing records
- Find Leads by Fields — Find leads by one or more fields.
- Search Leads by a Query — Searches for leads by a query.
- Search Lists — Retrieves all existing lists on the current account.
- View Leads in a List — Retrieves leads from an existing list.
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