Routemize and Salesflare

How to connect Routemize

What you can automate

  • When appointment Created in Routemize, create meeting, then create call in Salesflare.
  • When new Booking Request in Routemize, create meeting, then create call in Salesflare.
  • When new Contact in Routemize, find or create contact in Salesflare.
  • When contact Updated in Routemize, find or create contact in Salesflare.

About Routemize

Routemize is a route optimization platform for appointments

Routemize operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Appointment Cancelled — Triggers when an appointment is cancelled.
  • Appointment Created — Triggers when an appointment is created.
  • Appointment Deleted — Triggers when an appointment is deleted.
  • Appointment Updated — Triggers when an appointment is updated.
  • Booking Request Status Changed — Triggers when a booking request's status changes.
Show 4 more triggers
  • Contact Updated — Triggers when a contact is updated.
  • New Booking Request — Triggers when a booking request is created (step 1 of the flow).
  • New Contact — Triggers when a contact is created.
  • Request Submitted — Triggers when a request is submitted without an appointment being booked.

Actions (2)

Things Salesflare can make it do

  • Create Contact — Creates a new contact in Routemize. If a contact with the same email or phone number already exists, the existing contact is returned instead.
  • Place Voice Agent Call — Has the Routemize AI voice agent call a lead from one of your AI Voice Booking numbers and walk them through booking. Success means the call was placed, not that the lead answered or booked — outcomes appear in Voice Agent call history.

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