NextLead and Salesflare

CRM (Customer Relationship Management) nextlead.app ↗

How to connect NextLead

Via Zapier — 30 operations available. Set it up ↗
Via Make — 29 modules available. Set it up ↗

What you can automate

When contact Added to a List in NextLead, find or create contact in Salesflare.
When contact Added in NextLead, find or create contact in Salesflare.

About NextLead

NextLead is a simple CRM for small and medium businesses.

NextLead operations on Zapier

Triggers (10)

Start a workflow when this happens

Contact Added — Triggers when a contact is added to NextLead.
Contact Added to a List — Triggers when a contact is added to a list.
Contact Deleted — Triggers when a contact is deleted in NextLead.
Contact Edited — Triggers when a contact is edited in NextLead.
Contact Removed From a List — Triggers when a contact is removed from a list.

Show 5 more triggers

Edited Structure — Triggers when a structure is edited.
Get Custom Fields — Get your contact personalized custom fields in Nextlead.
Get Structure Custom Fields — Trigger to get all structures custom filed from NextLead
New Structure — Triggers when a new structure is added.
Structure Deleted — Triggers when a structure is deleted.

Actions (18)

Things Salesflare can make it do

Create Activity — Creates an activity in Nextlead.
Create Contact — Create a contact in your CRM.
Create Group — Create groups for structure in NextLead
Create List — Create a list in Nextlead
Create Sale — Create a sale in Nextlead.

Show 13 more actions

Create Structure — Create a new structure in NextLead CRM.
Delete Activity — Delete an activity based on a contact in NextLead.
Delete Contact — Delete a contact in your CRM.
Delete Sale — Delete a Sale in Nextlead.
Delete Structure — Delete a structure in NextLead CRM.
Edit Structure — Edit a structure in your CRM.
Find or Create Contact — Find a Contact in NextLead CRM.
Link Contact to Structure — Links a contact to a structure based on matching identifiers like email, phone, SIRET, or custom fields
Link Structure to Contact — Links a structure to a contact based on matching identifiers
Run AI — Send a prompt to the NextLead AI and perform CRM actions based on the plan's permissions.
Update Activity — Update an activity based on contact email.
Update Contact — Update a contact in NextLead CRM
Update Sale — Update an existing Sale.

Searches (2)

Look up existing records

Find Contact — Find a Contact in NextLead CRM.
Find Structure — Find a single structure in NextLead using one or more identifiers.

NextLead operations on Make

Triggers (8)

Start a workflow when this happens

Watch contacts added to list — Monitors when contacts are added to mailing lists in NextLead. The \n trigger checks for new additions periodically and returns contact details including\n email, name, and list information.
Watch contacts removed from list — Triggers when a contact is removed from a mailing list. Returns contact \n information including email, name, and the lists they were removed from.
Watch deleted contacts — Triggers when a contact is deleted from your NextLead CRM. Returns the deleted \n contact information before removal.
Watch deleted structures — Triggers when a structure is deleted from your NextLead CRM.
Watch new contacts — Triggers when a new \n contact is created. Supports filtering by comment, lead score, and list ID.

Show 3 more triggers

Watch new structures — Triggers when a new structure is created in your NextLead CRM.
Watch updated contacts — Triggers when a \n contact is edited. Supports filtering by comment, lead score, and list ID.
Watch updated structures — Triggers when a structure is edited in your NextLead CRM.

Actions (15)

Things Salesflare can make it do

Create a contact — Creates a new contact in NextLead CRM
Create a sale — Creates a new sales deal in your NextLead organization. \n Requires a name and stage ID.
Create a structure — Creates a new establishment structure in your NextLead \n organization. Only the name is required, all other fields are optional.
Create an action — Creates a new action/task in your NextLead organization. Only the \n stage ID is required.
Delete a contact — Permanently deletes a contact from NextLead CRM by searching\n with email or LinkedIn URL. WARNING: This action is irreversible. Email\n search takes priority if both are provided.

Show 10 more actions

Delete a structure — Deletes a structure from your NextLead organization. Warning:\n This action is irreversible.
Delete an action — Deletes the most recent action for a contact by email. Warning: This \n action is irreversible
Link a contact to a structure — Link a contact to a structure using contact identifiers (ID, email, LinkedIn URL, or phone) and structure identifiers (ID, SIRET, name, or email).\nReturns the linked contact and structure information along with all linked structures
Link a structure to a contact — Link a structure to a contact using structure identifiers (ID, SIRET, name, or email) and contact identifiers (ID, email, LinkedIn URL, or phone). Returns the linked structure and contact information
Make an API call — Performs an arbitrary authorized API call
Search contacts — Searches for an existing contact in NextLead CRM using email\n or LinkedIn URL. Returns contact details if found, or a not found\n indicator. Email takes priority if both are provided.
Update a contact — Updates an existing contact in NextLead CRM. Search by email\n or LinkedIn URL, then update any contact fields including custom fields,\n lead score, and list assignments. LinkedIn search takes priority if both are\n provided.
Update a sale — Updates an existing sales deal by contact email. If no sale \n name is provided, updates the most recent sale for that contact.
Update a structure — Updates an existing structure in your NextLead organization. \n Requires the current name or SIRET to identify the structure.
Update an action — Updates an existing action by contact email. If no action title is \n provided, updates the most recent action for that contact.

Searches (6)

Look up existing records

Get action columns — Retrieves all action stages (columns) from your NextLead \n organization. Use the returned IDs when creating or updating actions.
Get conversion statuses — Retrieves all available conversion statuses (tags) from \n NextLead CRM. Returns an array of status objects with id, name, color, type,\n and organizationId fields.
Get lists — Retrieves all mailing lists from your NextLead organization with \n complete details including name, type, title, description, and display fields.
Get sales columns — Retrieves all sales stages (columns) from your NextLead \n organization. Use the returned IDs when creating or updating sales.
Get structures — Retrieves all structures from your NextLead organization. \n Returns an array with structure details including id, name, SIRET, and\n dates.

Show 1 more searches

Get team members — Retrieves all team members from your NextLead organization. \n Returns an array of user objects with id, name, email, role, and other user\n properties.