SalesSuite and Salesflare
How to connect SalesSuite
- Via Zapier — 27 operations available. Set it up ↗
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.
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