NeonCRM and Salesflare
How to connect NeonCRM
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Account in NeonCRM, find or create account in Salesflare.
- When new Account in Salesflare, create Account in NeonCRM.
About NeonCRM
Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
NeonCRM operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Activity — Triggers when a new activity is created.
- New Donation — Triggers when a new donation is created.
Actions (7)
Things Salesflare can make it do
- Create Account — Creates a new account.
- Create Activity — Creates a new activity.
- Create Donation — Creates a new donation.
- Find or Create Account — Finds an account by a few fields.
- Link Individual Account to Company Account — Link an individual account to a company account
Show 2 more actions
- Update Company Account — Update a company account
- Update Individual Account — Update an individual account
Searches (1)
Look up existing records
- Find Account — Finds an account by a few fields.
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