Seamlss and Salesflare

How to connect Seamlss

When lead Created in Seamlss, find or create contact in Salesflare.
When lead Request Created in Seamlss, find or create contact in Salesflare.
When client Request Completed in Seamlss, find or create account, then find or create contact, then add contact to account in Salesflare.

Seamlss allows you to onboard your clients with ease to collect and collate data. Make life seamless with Seamlss.

Start a workflow when this happens

Client Onboarded — Triggers when client is onboarded. Returns contact details.
Client Request Completed — Triggers when a client request is completed. Returns contact details and request name.
Client Verified — Triggers when client identity is verified. Returns contact details.
Lead Created — Triggers when lead is created. Returns contact details.
Lead Request Created — Triggers when a lead request is completed. Returns contact details and request name.

Things Salesflare can make it do

Add Client (Deprecated) — Add a client to your Seamlss account.
Add Lead — Add a lead to your Seamlss account.
Send Smart Link — Sends an automatic lead or client smart link based on passed in contact details and unique link code.