Salescaptain and Salesflare
How to connect Salescaptain
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When contact Added or Updated in Salescaptain, find or create contact in Salesflare.
About Salescaptain
SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.
Salescaptain operations on Zapier
Triggers (3)
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
Actions (11)
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
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