Overloop and Salesflare
How to connect Overloop
- Via Zapier — 32 operations available. Set it up ↗
What you can automate
- When deal Created in Overloop, create opportunity in Salesflare.
- When deal Won in Overloop, create opportunity in Salesflare.
- When pipeline Created in Overloop, create opportunity in Salesflare.
- When organization Created in Overloop, find or create account in Salesflare.
- When new Account in Salesflare, create Organization in Overloop.
- When new Opportunity in Salesflare, create Deal in Overloop.
About Overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
Overloop operations on Zapier
Triggers (13)
Start a workflow when this happens
- Campaign Created — Triggers when a new campaign is created.
- Deal Created — Triggers when a new deal is created.
- Deal Lost — Triggers when a new deal is lost.
- Deal Won — Triggers when a new deal is won.
- List Created — Triggers when a new list is created.
Show 8 more triggers
- New Exclusion List Item — Triggers when a new exclusion list item is created.
- Organization Created — Triggers when a new organization is created.
- Pipeline Created — Triggers when a new pipeline is created.
- Prospect Created — Triggers when a new prospect is created.
- Prospect Replied — Triggers when a prospect has replied for the first time.
- Stage Created — Triggers when a new stage is created.
- User Created — Triggers when a new user is created.
- Workflow Created — Triggers when a new worklow is created.
Actions (15)
Things Salesflare can make it do
- Add Prospect to Campaign — Add a prospect to a campaign.
- Create Deal — Create a deal.
- Create Organization — Create an organization.
- Create Prospect — Create a prospect.
- Enroll Deal — Enroll a deal in a workflow.
Show 10 more actions
- Enroll Organization — Enroll an organization in a workflow.
- Enroll Prospect — Enroll a prospect in a workflow.
- Exclude Prospect — Add a prospect to the exclusion list.
- Mark Deal as Lost — Mark deal as lost.
- Mark Deal as Won — Mark deal as won.
- Move Deal — Move a deal.
- Search Email — Search an email.
- Update Deal — Update a deal.
- Update Organization — Update an organization.
- Update Prospect — Update a prospect.
Searches (4)
Look up existing records
- Search Deal — Search for a specific deal
- Search List — Search for a specific list
- Search Organization — Search for a specific organization
- Search Prospect — Search for a specific prospect
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