Salescaptain and Salesflare

How to connect Salescaptain

When contact Added or Updated in Salescaptain, find or create contact in Salesflare.

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

Start a workflow when this happens

Contact Added or Updated — Triggers when a SalesCaptain contact is added or updated.
SalesCaptain Gmail Trigger — Send email via Gmail through your SalesCaptain inbox.
SalesCaptain Webchat Trigger — Trigger to send webchat details

Things Salesflare can make it do

Add Client From Jobber to SalesCaptain — Add Client From Jobber to SalesCaptain
Add Contact to SalesCaptain From Tint Wiz — Will add contact to SalesCaptain with required custom field from Tint Wiz
Add or Update Contact — Add Contact to SalesCaptain
Create Lead From Clio — Creates a Lead from Clio in SalesCaptain
Create Lead From Facebook — Store the Facebook lead in salescaptain

Show 6 more actions

Create a New Customer From Printavo — Create a new customer from Printavo to SalesCaptain
List New Jobs by Milestone in AccuLynx and Send to SalesCaptain — List New Jobs by Milestone in AccuLynx and Send to SalesCaptain
Send Payment Details From QuickBooks Online to SalesCaptain — Sends Payment Details to SalesCaptain
Send Review Request From SalesCaptain — Send Review Request From SalesCaptain
Send Shopify Order Details to SalesCaptain — Sends Shopify Order Details to SalesCaptain
Send Upcoming Meeting Details to SalesCaptain — Send Upcoming Meeting Details to SalesCaptain