Outfield and Salesflare
How to connect Outfield
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Account in Outfield, find or create account in Salesflare.
- When new Deal in Outfield, create opportunity in Salesflare.
- When updated Account in Outfield, find or create account in Salesflare.
- When new Account in Salesflare, create Account in Outfield.
- When new Opportunity in Salesflare, create Deal in Outfield.
About Outfield
Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices
Outfield operations on Zapier
Triggers (8)
Start a workflow when this happens
- Default Fields — Get default fields for dropdown
- New Account — Triggers when a new account is created, i.e. either a place or a contact.
- New Activity — Triggers when new activity is created, including check-ins, meetings, phone calls, notes, emails, text messages, tasks, calendar events, and progressed deals.
- New Deal — Triggers when a new deal is created. The deal may contain an order.
- Point System Specs — Get point system specs for dropdown
Show 3 more triggers
- Updated Account — Triggers when a new account is updated, i.e. either a place or a contact.
- Updated Activity — Triggers when an activity is updated, including check-ins, meetings, notes, tasks, and calendar events.
- Updated Deal — Triggers when a deal is updated. The deal may contain an order.
Actions (14)
Things Salesflare can make it do
- Create Account — Creates an account.
- Create Activity — Creates an Activity including check-ins, meetings, phone calls, notes, emails, text messages and completed tasks.
- Create Calendar Event — Creates a Calendar Event
- Create Deal — Creates a new deal in your pipeline.
- Create Deal With Order — Creates a new deal with an order in your pipeline.
Show 9 more actions
- Create Incomplete Task — Creates an Incomplete Task
- Create Point Action — Creates a new point action for the user selected.
- Create or Update Account — Creates or updates an account.
- Create or Update Activity — Creates or Updates an Activity including check-ins, meetings, phone calls, notes, emails, text messages and completed tasks.
- Create or Update Calendar Event — Creates or updates a Calendar Event
- Create or Update Deal — Creates or updates a deal in your pipeline.
- Create or Update Deal With Order — Creates or updates a new deal with an order in your pipeline.
- Create or Update Incomplete Task — Creates or updates an Incomplete Task
- Find or Create Account — Finds an Account.
Searches (3)
Look up existing records
- Find Account (Or Optionally Create) — Finds an Account.
- Find Default Field — Finds a Default Field in the enterprise
- Find User (Team Member) — Finds a User in the enterprise
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