Pensight and Salesflare
How to connect Pensight
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Client Started Their First Order in Pensight, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Submitted an Order in Pensight, find or create account, then find or create contact, then add contact to account in Salesflare.
- When a User Submitted Form Result in Pensight, find or create contact in Salesflare.
About Pensight
Pensight is a knowledge commerce platform for independent online educators
Pensight operations on Zapier
Triggers (3)
Start a workflow when this happens
- A User Submitted Form Result — Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
- Client Submitted an Order — Triggers when client submits a new order. Useful for post-checkout actions.
- New Client Started Their First Order — Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
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