Salesflare Salesflare Integrations

Rolldog and Salesflare

CRM (Customer Relationship Management) rolldog.com ↗

How to connect Rolldog

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 (15)

Things Salesflare can make it do

  • Create Account Activity — Creates an Account Activity
  • Create Contact Activity — Creates a Contact Activity in Rolldog
  • Create Lead Activity — Create a Lead Activity
  • Create Opportunity Activity — Creates an Opportunity Activity
  • Create Project Activity — Creates a Project Activity
Show 10 more actions
  • 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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