ScoreCEO and Salesflare
How to connect ScoreCEO
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When added Consumer Invoice in ScoreCEO, create opportunity, then find or create contact in Salesflare.
- When added Lead in ScoreCEO, find or create contact in Salesflare.
- When updated Lead in ScoreCEO, find or create contact in Salesflare.
- When updated Lead Status in ScoreCEO, find or create contact in Salesflare.
About ScoreCEO
ScoreCEO is a Credit Repair Business CRM SAAS that helps Credit Repair companies start, run, and grow their business.
ScoreCEO operations on Zapier
Triggers (8)
Start a workflow when this happens
- Added Affiliate — Triggers when Added New Affiliate in your portal.
- Added Consumer — Triggers when Added Consumer into your portal using add existing consumer.
- Added Consumer Invoice — Triggers when Added Consumer Invoice by System or by CRO.
- Added Lead — Triggers when Added New Lead into your portal.
- Updated Affiliate — Triggers when Updated an Affiliate in your portal.
Show 3 more triggers
- Updated Consumer — Triggers when Update Consumer when a customer is changed in portal.
- Updated Lead — Triggers when a lead is updated in our system.
- Updated Lead Status — Triggers when a lead/Consumer status changes in your Portal.
Actions (6)
Things Salesflare can make it do
- Add Affiliate — Add Affiliate agent into your portal
- Add Consumer — Adds a new consumer in your portal with Paid status and plan
- Add New Lead — Will add new customer in system from outer source
- Update Affiliate — Update Affiliate already in the portal , Office Name is a must input here
- Update Consumer — Update Consumer for the new consumer being added in the Portal.
Show 1 more actions
- Update Lead — Update the fields in lead in your Portal
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