Rolldog and Salesflare
How to connect Rolldog
- Via Zapier — 38 operations available. Set it up ↗
What you can automate
- When new Account in Rolldog, find or create account in Salesflare.
- When new Account Activity in Rolldog, find or create account in Salesflare.
- When new Contact in Rolldog, find or create contact in Salesflare.
- When new Individual Account in Rolldog, find or create account in Salesflare.
- When new Lead in Rolldog, find or create contact in Salesflare.
- When new Lead Activity in Rolldog, find or create contact in Salesflare.
About Rolldog
Rolldog is a CRM designed to manage your business relationships, increase revenue and boost sales effectiveness.
Rolldog operations on Zapier
Triggers (16)
Start a workflow when this happens
- New Account — Triggers when a new account is created in Rolldog
- New Account Activity — Triggers when a new account activity is created
- New Contact — Triggers when a new contact is created in Rolldog
- New Individual Account — Triggers when a new individual account is created
- New Lead — Triggers when a new lead is created in Rolldog
Show 11 more triggers
- New Lead Activity — Triggers when a new lead activity is created
- New Opportunity — Triggers when a new opportunity is created in Rolldog
- New Opportunity Activity — Triggers when a new opportunity activity is created
- New Project — Triggers when a new project is created
- New Project Activity — Triggers when a new project activity is created
- New Service Ticket — Triggers when a new service ticket is created
- New Service Ticket Activity — Triggers when a new service ticket activity is created
- Updated Account — Triggers when an account is updated
- Updated Contact — Triggers when a contact is updated
- Updated Individual Account — Triggers when an individual account is updated
- Updated Lead — Triggers when a lead is updated
Actions (16)
Things Salesflare can make it do
- Create Account Activity — Creates an Account Activity
- Create Contact Activity — Creates a Contact Activity in Rolldog
- Create Individual Account — Creates an individual account in Rolldog
- Create Lead Activity — Create a Lead Activity
- Create Opportunity Activity — Creates an Opportunity Activity
Show 11 more actions
- Create Project Activity — Creates a Project Activity
- Create Service Ticket — Creates a Service Ticket in Rolldog
- Find or Create Account — Finds an account in Rolldog
- Find or Create Contact — Find a Contact in Rolldog
- Find or Create Lead — Find a lead in Rolldog
- New Account — Creates a new account in Rolldog
- New Contact — Create a contact in Rolldog
- New Lead — Creates a new lead in Rolldog
- Update Account — Update an existing account in Rolldog
- Update Lead — Update an existing lead in Rolldog
- Update Service Ticket — Update a service ticket in Rolldog
Searches (6)
Look up existing records
- Find Account — Finds an account in Rolldog
- Find Contact — Find a Contact in Rolldog
- Find Lead — Find a lead in Rolldog
- Find Opportunity — Find an Opportunity in Rolldog
- Find Project — Finds a project in Rolldog
Show 1 more searches
- Find Service Ticket by External ID — Finds a Service Ticket in Rolldog from it's external ID
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