Pabau and Salesflare

How to connect Pabau

When lead Won in Pabau, find or create contact in Salesflare.
When new Appointment in Pabau, create meeting, then create call in Salesflare.
When new Client in Pabau, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Lead in Pabau, find or create contact in Salesflare.
When new Payment in Pabau, create opportunity, then find or create contact in Salesflare.
When new Sale in Pabau, create opportunity, then find or create contact in Salesflare.

Pabau is a CRM for medical and aesthetics clinics — patient records, appointments, leads, billing and clinical workflows.

Start a workflow when this happens

Canceled Appointment — Triggers when an appointment is canceled in Pabau.
Deleted Shift — Triggers when a staff shift is deleted from the Pabau scheduler.
Lead Lost — Triggers when a lead is marked as lost in Pabau.
Lead Won — Triggers when a lead is marked as won (converted) in Pabau.
New Appointment — Triggers when a new appointment is booked in Pabau.

Show 11 more triggers

New Client — Triggers when a new client (patient) is created in Pabau.
New Lead — Triggers when a new lead is created in Pabau.
New Payment — Triggers when a payment is recorded in Pabau — includes the amount, method, invoice ID, parent invoice and client.
New Sale — Triggers when a sale (invoice) is raised in Pabau — includes every sale item, payment, the client and the biller.
New Shift — Triggers when a staff shift is created on the Pabau scheduler.
Refunded Payment — Triggers when a payment is refunded in Pabau (refund payments carry negative amounts).
Rescheduled Appointment — Triggers when an appointment is rescheduled in Pabau.
Updated Appointment — Triggers when an appointment is updated in Pabau.
Updated Client — Triggers when a client (patient) record is updated in Pabau.
Updated Lead — Triggers when a lead is updated in Pabau.
Updated Shift — Triggers when a staff shift is updated on the Pabau scheduler.

Things Salesflare can make it do

Add Alert to Client — Adds an alert (medical/staff warning banner) to a client in Pabau.
Add Note to Client — Adds a note to a client's record in Pabau.
Add Note to Lead — Adds a note to a lead in Pabau.
Create Appointment — Books a new appointment in the Pabau calendar.
Create Lead — Creates a new lead in the Pabau leads pipeline.

Show 2 more actions

Create or Update Client — Creates a client (patient) in Pabau, or updates the existing one when the email already matches a client.
Log Communication — Records an email, SMS, letter, WhatsApp message or call on a client or lead's Pabau timeline. This logs the communication — it does not send it.

Look up existing records

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