Onpipeline and Salesflare
How to connect Onpipeline
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When new Deal in Onpipeline, create opportunity in Salesflare.
- When new Organization in Onpipeline, find or create account in Salesflare.
- When new Person in Onpipeline, find or create contact in Salesflare.
- When updated Organization in Onpipeline, find or create account in Salesflare.
- When updated Person in Onpipeline, find or create contact in Salesflare.
- When new Account in Salesflare, add Organization in Onpipeline.
About Onpipeline
Onpipeline is a cloud based Sales CRM for small and medium businesses.
Onpipeline operations on Zapier
Triggers (9)
Start a workflow when this happens
- Deal Is Won — Triggers when a deal is updated as won
- New Deal — Triggers when a new deal is created.
- New Event — Triggers when a new calendar event is created.
- New Organization — Triggers when a new organization is created.
- New Person — Triggers when a new contact person is created.
Show 4 more triggers
- Updated Deal — Triggers when deals are updated.
- Updated Event — Triggers when calendar events are updated.
- Updated Organization — Triggers when organizations are updated.
- Updated Person — Triggers when persons are updated.
Actions (7)
Things Salesflare can make it do
- Add Deal — Creates a new deal
- Add Lead (Leads In) — Creates a new Lead in the CRM (Leads IN)
- Add Organization — Add a new Organization
- Add Person — Add a new Person
- Update Deal — Updates existing Deals
Show 2 more actions
- Update Organization — Updates an organization.
- Update Person — Updates a person record
Searches (2)
Look up existing records
- Find Organization — Finds an Organization in Onpipeline.
- Find Person — Finds a Person in Onpipeline
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