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 updated Deal in Outfield, create opportunity 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

Outfield and Salesflare

How to connect Outfield