Salestrekker and Salesflare
How to connect Salestrekker
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Deal in Salestrekker, create opportunity in Salesflare.
- When new Document in Deal in Salestrekker, create opportunity in Salesflare.
- When new Note in Salestrekker, create internal note in Salesflare.
- When new Task in Salestrekker, create task in Salesflare.
- When task Completed in Salestrekker, create task in Salesflare.
- When new Opportunity in Salesflare, create New Deal Note in Salestrekker.
About Salestrekker
Salestrekker is CRM software for finance professionals.
Salestrekker operations on Zapier
Triggers (11)
Start a workflow when this happens
- Deal Changes Stage — Triggers when a Deal changes stage.
- Deal Changes Status — Triggers when a Deal changes status.
- Deal Due Date — Triggers when the deal changes due date.
- New Created Document — Triggers when a new document is created.
- New Deal — Triggers when a new Deal is created.
Show 6 more triggers
- New Document in Deal — Triggers when a new document is uploaded.
- New Note — Triggers when a new Note is created.
- New Requested Documents — Triggers when new documents are requested .
- New Signed Document — Triggers when a new document is signed.
- New Task — Triggers when a new Task is created.
- Task Completed — Triggers when a Task is completed.
Actions (9)
Things Salesflare can make it do
- Complete Task — Completes the Task in Deal.
- Create New Contact — Creates a Contact.
- Create New Deal — Creates a new Deal.
- Create New Deal Note — Creates a new Note in Deal
- Create New Note — Creates a Note.
Show 4 more actions
- Create New Task — Creates a Task.
- Update Contact — Updates a Contact.
- Update Deal — Updates the Deal.
- Upload New Document — Uploads a new document.
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