Salesdash CRM and Salesflare

CRM (Customer Relationship Management) salesdashcrm.com ↗

How to connect Salesdash CRM

Via Zapier — 10 operations available. Set it up ↗

What you can automate

When new Account in Salesdash CRM, find or create account in Salesflare.
When new Contact in Salesdash CRM, find or create contact in Salesflare.
When new Deal in Salesdash CRM, create opportunity in Salesflare.
When new Task in Salesdash CRM, create task in Salesflare.
When new Account in Salesflare, create Account in Salesdash CRM.
When new Opportunity in Salesflare, create Deal in Salesdash CRM.

About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

Salesdash CRM operations on Zapier

Triggers (5)

Start a workflow when this happens

New Account — Triggers when a new account is created.
New Activity — Triggers when a new activity is created.
New Contact — Triggers when a new contact created.
New Deal — Triggers when a new deal is created.
New Task — Triggers when a new task is created.

Actions (5)

Things Salesflare can make it do

Create Account — Create a new account
Create Contact — Create a contact
Create Deal — Creates a Deal.
Update Account — Update a account
Update Contact — update a contact

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