Rocket Agents and Salesflare
How to connect Rocket Agents
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Call Note in Rocket Agents, create internal note in Salesflare.
- When new Lead in Rocket Agents, find or create contact in Salesflare.
- When new Note in Rocket Agents, create internal note in Salesflare.
About Rocket Agents
RocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM
Rocket Agents operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Call Note — Triggers when a call note is added.
- New Lead — Triggers when a new lead is added.
- New Note — Triggers when a note is added.
- New Property Request — Triggers when new property request is added.
- SMS Received — Triggers when an SMS is received.
Show 1 more triggers
- Stage Changed — Triggers when a stage is changed.
Actions (4)
Things Salesflare can make it do
- Add Call Notes — Adds a call note to a lead.
- Add Notes — Adds a note to a lead.
- Create Lead — Creates a new lead.
- Update Lead — Updates an existing lead.
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