SAM.ai and Salesflare
How to connect SAM.ai
- Via Zapier — 15 operations available. Set it up ↗
About SAM.ai
SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.
SAM.ai operations on Zapier
Triggers (9)
Start a workflow when this happens
- Active Accounts — Triggers when new account(s) is added.
- Active Categories — Triggers when a new category(ies) is created.
- Active Contacts — Triggers when new contact(s) is added.
- Active Leads — Triggers when new lead(s) is added.
- Active Notes — Triggers when new note(s) is added.
Show 4 more triggers
- Active Opportunities — Triggers when new opportunity(s) is added.
- Active Tasks — Triggers when new task(s) is added.
- Update Contacts — Triggers when contact(s) is updated.
- Update Leads — Triggers when lead(s) is updated.
Actions (6)
Things Salesflare can make it do
- Action Account — Action for when we add an account(s).
- Action Contact — Action for when we add a contact(s).
- Action Lead — Action for when we add a lead(s).
- Action Opportunity — Action for when we add an opportunity(s).
- Customize Lead — Action for when we create a Lead with Custom Fields.
Show 1 more actions
- Update Opportunity — Action for when we update an opportunity(s).
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