Route the Service Platform and Salesflare
How to connect Route the Service Platform
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When client Created in Route the Service Platform, find or create account, then find or create contact, then add contact to account in Salesflare.
About Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.
Route the Service Platform operations on Zapier
Triggers (2)
Start a workflow when this happens
- Client Created — Triggers when a new client is created.
- Location Created — Triggers when a new location is created.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a client.
- Create Location — Creates a location.
- Update Client — Updates a client.
- Update Location — Updates a location.
Searches (2)
Look up existing records
- Find a Client — Finds a client by name.
- Find a Location — Finds a location by name or address.
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