What you can automate

When new Contact Created in SalesSuite, find or create contact in Salesflare.

When contact(Person) Property Changed in SalesSuite, find or create contact in Salesflare.

When new Deal Created in SalesSuite, create opportunity in Salesflare.

When deal Property Changed in SalesSuite, create opportunity in Salesflare.

When deal Stage Changed in SalesSuite, create opportunity in Salesflare.

When new Form Submission in SalesSuite, find or create contact in Salesflare.

About SalesSuite

SalesSuite is a CRM aligned with the setter-closer principle. Simplify your sales process with our smart CRM system and increase your revenue in no time.

SalesSuite operations on Zapier

Triggers (12)

Start a workflow when this happens

Action Button Executed (Deprecated) — Deprecated. Use "Contact Action Button (Trigger) Executed", "Contact Person Action Button (Trigger) Executed", or "Deal Action Button (Trigger) Executed" instead.
Contact Action Button (Trigger) Executed — Triggers when a Contact action button of the Trigger type is executed.
Contact Person Action Button (Trigger) Executed — Triggers when a Contact Person action button of the Trigger type is executed.
Contact(Person) Property Changed — Triggers when a contact or contact person property has been changed.
Deal Action Button (Trigger) Executed — Triggers when a Deal action button of the Trigger type is executed.

Show 7 more triggers

Deal Property Changed — Triggers when a Deal Property has been changed.
Deal Stage Changed — Triggers when a Deal Stage has been changed.
New Call Activity — Triggers when a new Activity is created.
New Contact Created — Triggers when a new Contact is created.
New Deal Created — Triggers when a new Deal is created.
New Form Submission — Triggers when a new Form Submission is created.
New Mail Activity — Triggers when a new mail activity is created.

Actions (10)

Things Salesflare can make it do

Create Contact — Adds a contact with a main contact person and configurable duplicate-email handling.
Create Deal — Adds a deal for an existing contact in the selected pipeline phase.
Create Note — Adds a plain-text or HTML note to a contact or deal.
Create or Update Contact (Deprecated) — Deprecated. Use "Create or Update Contact by Email" for email-based contact updates.
Create or Update Contact by Email — Finds a contact person by email and updates their contact, or creates a new contact when no match exists.

Show 5 more actions

Find or Create Contact by Email — Find a Contact by email. If one is not found, create one.
Update Contact — Changes contact properties without changing contact person details.
Update Contact Person — Changes properties for a specific contact person.
Update Contact and Main Person — Changes contact properties and the contact's current main contact person.
Update Deal — Changes deal properties and can move the deal to another contact, pipeline, or phase.

Searches (5)

Look up existing records

Find Contact by Email — Retrieves all contacts that have at least one contact person with the specified primary email address.
Find Contact by ID — Finds a contact by its ID.
Find Contact by Search — Searches contacts by matching the search text against contact and contact-person data, including searchable properties and related notes.
Find Deal by ID — Finds a deal by its ID.
Find Deals by Email — Retrieves all deals linked to contacts that have at least one contact person with the specified primary email address.

SalesSuite and Salesflare

How to connect SalesSuite