Salesflare Salesflare Integrations

Sage Sales Management and Salesflare

CRM (Customer Relationship Management) forcemanager.com ↗

How to connect Sage Sales Management

What you can automate

  • When sales Order Updated in Sage Sales Management, find or create contact in Salesflare.
  • When new Account in Sage Sales Management, find or create account in Salesflare.
  • When new Contact in Sage Sales Management, find or create contact in Salesflare.
  • When new Opportunity in Sage Sales Management, create opportunity in Salesflare.
  • When new Sales Order in Sage Sales Management, create opportunity, then find or create contact in Salesflare.
  • When account Updated in Sage Sales Management, find or create account in Salesflare.

About Sage Sales Management

Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

Sage Sales Management operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Account Updated — Triggers when an account is updated.
  • Activity Updated — Triggers when an activity is updated.
  • Calendar Item Updated — Triggers when a calendar item is updated.
  • Contact Updated — Triggers when a contact is updated.
  • New Account — Triggers when a new account is created.
Show 7 more triggers
  • New Activity — Triggers when a new activity is created.
  • New Calendar Item — Triggers when a new calendar item is created.
  • New Contact — Triggers when a new contact is created.
  • New Opportunity — Triggers when a new opportunity is created.
  • New Sales Order — Triggers when a new sales order is created.
  • Opportunity Updated — Triggers when an opportunity is updated.
  • Sales Order Updated — Triggers when a sales order is updated.

Actions (20)

Things Salesflare can make it do

  • Create Account — Creates a new account.
  • Create Activity — Creates a new activity.
  • Create Calendar Item — Creates a new calendar item.
  • Create Contact — Creates a new contact.
  • Create Entity — Creates a new entity.
Show 15 more actions
  • Create Opportunity — Creates a new opportunity.
  • Create Sales Order — Creates a new sales order.
  • Create or Update Account — Updates an existing account or creates a new one.
  • Create or Update Contact — Updates an existing contact or creates a new one.
  • Find or Create Account — Find or Create Account
  • Find or Create Contact — Find or Create Contact
  • Find or Create Entity — Find or Create Entity
  • Find or Create Opportunity — Find or Create Opportunity
  • Update Account — Updates an existing account.
  • Update Activity — Updates an existing activity.
  • Update Calendar Item — Updates an existing calendar item.
  • Update Contact — Updates an existing contact.
  • Update Entity — Updates an existing entity.
  • Update Opportunity — Updates an existing opportunity.
  • Update Sales Order — Updates an existing sales order.

Searches (16)

Look up existing records

  • Find Account — Finds an account by name, email or phone number.
  • Find Account by Any Field — Finds an account by any field. You are required to define the field you want to search.
  • Find Account by External ID — Finds an account by external id.
  • Find Contact — Finds a contact by email or phone number.
  • Find Contact by Any Field — Finds a contact by any field. You are required to define the field you want to search.
Show 11 more searches
  • Find Contact by External ID — Finds a contact by external id.
  • Find Entity — Searches for an entity.
  • Find Opportunity — Finds an opportunity by name.
  • Find Opportunity by Any Field — Finds an ooportunity by any field. You are required to define the field you want to search.
  • Find Opportunity by External ID — Finds an opportunity by name.
  • Get User — Searches for a user.
  • List Branches — Returns a list of branches.
  • List Countries — Returns a list of countries.
  • List Currencies — Returns a list of currencies.
  • List Timezones — Returns a list of timezones.
  • List Users — Returns a list of users

Sage Sales Management operations on Make

Triggers (12)

Start a workflow when this happens

  • Watch Created Accounts — Triggers when a new account is created.
  • Watch Created Activities — Triggers when a new activity is created.
  • Watch Created Calendar Items — Triggers when a new calendar item is created.
  • Watch Created Contacts — Triggers when a new contact is created.
  • Watch Created Opportunities — Triggers when a new opportunity is created.
Show 7 more triggers
  • Watch Created Sales Orders — Triggers when a new sales order is created.
  • Watch Updated Accounts — Triggers when an account is updated.
  • Watch Updated Activities — Triggers when an activity is updated.
  • Watch Updated Calendar Items — Triggers when a calendar item is updated.
  • Watch Updated Contacts — Triggers when a contact is updated.
  • Watch Updated Opportunities — Triggers when an opportunity is updated.
  • Watch Updated Sales Orders — Triggers when a sales order is updated.

Actions (21)

Things Salesflare can make it do

  • Create a Contact — Creates a contact.
  • Create a Sales Order — Creates a sales order.
  • Create a Sales Order Line — Creates a sales order line.
  • Create an Account — Creates an account.
  • Create an Activity — Creates an activity.
Show 16 more actions
  • Create an Entity — Creates an entity.
  • Create an Event/Task — Creates a calendar item.
  • Create an Opportunity — Creates an opportunity.
  • Create or Update a Contact — Updates a contact or creates a new one if it doesn't exist.
  • Create or Update an Account — Updates an account or creates a new one if it doesn't exist.
  • Get a Sales Order Line — Fetches a sales order line by ID.
  • Get a User — Fetches a user by ID.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Contact — Updates a contact.
  • Update a Sales Order — Updates a sales order.
  • Update a Sales Order Line — Updates a sales order line.
  • Update an Account — Updates an account.
  • Update an Activity — Updates an activity.
  • Update an Entity — Updates an entity.
  • Update an Event/Task — Updates a calendar item.
  • Update an Opportunity — Updates an opportunity.

Searches (10)

Look up existing records

  • Find a Contact — Searches a contact by any field.
  • Find an Account — Searches for an account by any field.
  • Find an Entity — Searches for an entity by any field.
  • Find an Opportunity — Searches for an opportunity by any field.
  • List Branches — Returns a list of branches.
Show 5 more searches
  • List Countries — Returns a list of countries.
  • List Currencies — Returns a list of currencies.
  • List Sales Order Lines — Return the list of lines associated to a sales order.
  • List Timezones — Returns a list of timezones.
  • List Users — Returns a list of users.

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