Painel do Corretor and Salesflare
How to connect Painel do Corretor
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Contact in Painel do Corretor, find or create contact in Salesflare.
- When new Deal in Painel do Corretor, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Deal in Painel do Corretor.
About Painel do Corretor
The Panel do Corretor is the best CRM and quotation app to insurance brokers!
Painel do Corretor operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Contact — Triggers when a new Contact is created.
- New Deal — Triggers when a new Deal (Negócio) is created.
Actions (1)
Things Salesflare can make it do
- Create Deal — Creates a new Deal (Negócio).
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