Revamp CRM and Salesflare
How to connect Revamp CRM
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Customer in Revamp CRM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Deal in Revamp CRM, create opportunity in Salesflare.
- When new Task in Revamp CRM, create task in Salesflare.
- When new Account in Salesflare, create Organization in Revamp CRM.
- When new Opportunity in Salesflare, create Deal in Revamp CRM.
- When new Task in Salesflare, create Task in Revamp CRM.
About Revamp CRM
Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.
Revamp CRM operations on Zapier
Triggers (7)
Start a workflow when this happens
- Deal Matching Filter — Triggers when matching deals with this criteria.
- New Customer — Triggers when a new customer is created.
- New Deal — Triggers when a new deal is created.
- New Task — Triggers when a new task is created.
- Organization Matching Filter — Triggers when matching organizations with this criteria.
Show 2 more triggers
- Person Matching Filter — Triggers when matching people with this criteria.
- Task Matching Filter — Triggers when matching tasks with this criteria.
Actions (5)
Things Salesflare can make it do
- Create Deal — Creates a new Deal.
- Create Note — Creates a new note.
- Create Organization — Creates a new organization.
- Create Person — Creates a new person.
- Create Task — Creates a new Task.
Searches (3)
Look up existing records
- Find Deal — Find an existing Deal.
- Find Organization — Finds an existing Organization.
- Find Person — Finds an existing Person.
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