Radius Agent and Salesflare
How to connect Radius Agent
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Disqualified Lead in Radius Agent, find or create contact in Salesflare.
- When new Inbound Lead and Accepted Assist Lead in Radius Agent, find or create contact in Salesflare.
- When new Note in Radius Agent, create internal note in Salesflare.
- When new Qualified Lead in Radius Agent, find or create contact in Salesflare.
About Radius Agent
Radius Agent qualifies leads using the assist program to help you close deals.
Radius Agent operations on Zapier
Triggers (6)
Start a workflow when this happens
- Change Client Status — Triggers when a change in client status is detected.
- New Disqualified Lead — Triggers when a lead is disqualified.
- New Inbound Lead and Accepted Assist Lead — Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
- New Note — Triggers when a new note/activity is added to your lead.
- New Qualified Lead — Triggers when a new lead is qualified.
Show 1 more triggers
- Reassign Agent — Triggers when a change in agent assignment is detected.
Actions (4)
Things Salesflare can make it do
- Create Active Client — Creates a new active Client
- Create Referral — Creates a Lead
- Disqualify Lead — disqualify's the lead
- Update Client Status — Update client status
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