Search And Save and Salesflare
How to connect Search And Save
- Via Zapier — 2 operations available. Set it up ↗
What you can automate
- When new Customers in Search And Save, find or create account, then find or create contact, then add contact to account in Salesflare.
About Search And Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
Search And Save operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Customers — Triggers when a new customer / list is created in Search And Save.
Actions (1)
Things Salesflare can make it do
- Add New Customer — Add a new customer to the system.
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