PEP Cloud and Salesflare
How to connect PEP Cloud
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When client Created in PEP Cloud, find or create account, then find or create contact, then add contact to account in Salesflare.
About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
PEP Cloud operations on Zapier
Triggers (4)
Start a workflow when this happens
- Client Created — Triggers when a new client is created.
- eBid Created — Triggers when an eBid is created.
- eBid Lost — Triggers when an eBid is lost.
- eBid Won — Triggers when an eBid is won.
Actions (1)
Things Salesflare can make it do
- Create or Update Client — Creates a new client or updates an existing client first based on email and then based on first and last name.
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