SALESENGINE.SE and Salesflare
How to connect SALESENGINE.SE
- Via Zapier — 17 operations available. Set it up ↗
About SALESENGINE.SE
Integration with the Mortgage CRM SalesEngine.SE
SALESENGINE.SE operations on Zapier
Triggers (6)
Start a workflow when this happens
- Consumer Added to Workflow — Triggers when a consumer record is added to the chosen workflow.
- Consumer Status Updated — Triggers when a consumer record's status is updated to the chosen status.
- New Consumer Added — Triggers when a new consumer record is added.
- New Partner Added — Triggers when a new partner record is added.
- Partner Added to Workflow — Triggers when a partner record is added to the chosen workflow.
Show 1 more triggers
- Partner Status Updated — Triggers when a partner record's status is updated to the chosen status.
Actions (9)
Things Salesflare can make it do
- Add Consumer to Workflow — This action will add the specified consumer record to a chosen workflow.
- Add Partner to Workflow — This action will add the specified partner record to a chosen workflow.
- Change Consumer Status — This action will change the specified consumer record to a chosen status.
- Change Partner Status — This action will change the specified partner record to a chosen status.
- Create Consumer Record — This action will create a new consumer record.
Show 4 more actions
- Create Partner Record — This action will create a new partner record.
- Create SE Consumer Record (Deprecated) — This function creates a Consumer Record in SE.
- Update Consumer Record — This action will update an existing consumer record.
- Update Partner Record — This action will update an existing partner record.
Searches (2)
Look up existing records
- Lookup Consumer Record — This action will lookup an existing consumer record.
- Lookup Partner Record — This action will lookup an existing partner record.
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