Satuit and Salesflare
How to connect Satuit
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When business Created in Satuit, find or create account in Salesflare.
- When contact Created in Satuit, find or create contact in Salesflare.
- When dealflow Created in Satuit, create opportunity in Salesflare.
- When opportunity Created in Satuit, create opportunity in Salesflare.
- When new Account in Salesflare, create Business in Satuit.
- When new Opportunity in Salesflare, create Dealflow in Satuit.
About Satuit
Satuit Technologies provides top-tier CRM and portal software for investment management, hedge fund, private equity and real estate markets
Satuit operations on Zapier
Triggers (7)
Start a workflow when this happens
- Activity Created — Triggers when a new activity is created.
- Business Created — Triggers when a new business is created.
- Contact Created — Triggers when a new contact is created.
- Dealflow Created — Triggers when a new dealflow is created.
- Document Created — Triggers when a new document is created.
Show 2 more triggers
- MassMail Created — Triggers when a new mass mail is created.
- Opportunity Created — Triggers when a new opportunity is created.
Actions (7)
Things Salesflare can make it do
- Create Activity — Creates a new activity.
- Create Business — Creates a new business.
- Create Contact — Creates a new contact.
- Create Dealflow — Creates a new dealflow.
- Create Document — Creates a new document.
Show 2 more actions
- Create Massmail — Creates a new massmail.
- Create Opportunity — Creates a new opportunity.
Searches (1)
Look up existing records
- Find a Contact by Email — Search for contact using an email address.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free