SaleSqueze and Salesflare
How to connect SaleSqueze
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Company in SaleSqueze, find or create account in Salesflare.
- When new Contact in SaleSqueze, find or create contact in Salesflare.
- When new Quote in SaleSqueze, create opportunity in Salesflare.
- When updated Company in SaleSqueze, find or create account in Salesflare.
- When updated Contact in SaleSqueze, find or create contact in Salesflare.
- When new Account in Salesflare, create Company in SaleSqueze.
About SaleSqueze
SaleSqueze is a visual sales system for outdoor living businesses that shows products in 3D, creates quotes, and turns those into orders.
SaleSqueze operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Company — Triggers when a company is created.
- New Contact — Triggers when a contact is created.
- New Quote — Triggers when a quote is created.
- Quote Stage Changed — Triggers when a quote moves to a new stage.
- Updated Company — Triggers when an existing company changes.
Show 2 more triggers
- Updated Contact — Triggers when an existing contact changes.
- Updated Quote — Triggers when a quote’s data changes, such as a new revision, a label change, an added note or a new assigned sales rep.
Actions (6)
Things Salesflare can make it do
- Create Company — Creates a company.
- Create Contact — Creates a contact.
- Get Attachment Download Link — Creates a temporary download link for one attachment on a quote. The link lasts one hour.
- Modify Company Contacts — Adds contacts to a company, removes them, or clears the list. The contacts themselves are left alone.
- Update Company — Updates a company. Fields you leave blank stay as they are.
Show 1 more actions
- Update Contact — Updates a contact. Fields you leave blank stay as they are.
Searches (3)
Look up existing records
- Find Company — Finds a company by name, tax ID, website, external ID or Record ID. Fill in at least one; every field you fill in has to match.
- Find Contact — Finds a contact by email address, name, external ID or Record ID. Fill in at least one; every field you fill in has to match.
- Find Quote — Finds a quote by key, external ID, contact, company or Record ID. Fill in at least one; every field you fill in has to match.
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