Pensight and Salesflare

How to connect Pensight

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.

Pensight is a knowledge commerce platform for independent online educators

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.

Shared Inbox for Team Email, SMS & WhatsApp accounts

Receive notifications on WhatsApp.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.