OCCS and Salesflare
How to connect OCCS
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Booking in OCCS, create meeting, then create call in Salesflare.
- When new Contact in OCCS, find or create contact in Salesflare.
- When opportunity Won in OCCS, create opportunity in Salesflare.
- When new Task in Salesflare, create Task or Log Call in OCCS.
About OCCS
OCCS is a marketing and CRM platform for social publishing, email and SMS campaigns, and contact, opportunity, and task management.
OCCS operations on Zapier
Triggers (5)
Start a workflow when this happens
- Contact Became Hot — Triggers when contact became hot in OCCS.
- New Booking — Triggers when new booking in OCCS.
- New Contact — Triggers when new contact in OCCS.
- Opportunity Won — Triggers when opportunity won in OCCS.
- Post Published — Triggers when post published in OCCS.
Actions (3)
Things Salesflare can make it do
- Create Task or Log Call — Creates a follow-up task, or logs a completed call/email on a contact (status = done).
- Create or Update Lead — Adds or updates a contact in OCCS, optionally adding it to a list (a live campaign audience) and/or enrolling it in a sequence.
- Update Contact Stage or Owner — Upserts a contact (match on email/phone), then moves its pipeline stage and/or assigns its owner.
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