Shaker and Salesflare

How to connect Shaker

What you can automate

  • When new Contact in Shaker, find or create contact in Salesflare.
  • When new Deal in Shaker, create opportunity in Salesflare.
  • When new Deal Type in Shaker, create opportunity in Salesflare.
  • When new Team Member in Shaker, find or create contact in Salesflare.
  • When new Opportunity in Salesflare, create Deal in Shaker.

About Shaker

Shaker is a collaborative client relationship and workflow manager for real estate teams.

Shaker operations on Zapier

Triggers (5)

Start a workflow when this happens

  • New Contact — Triggers when a new contact is created.
  • New Deal — Triggers when a new deal is created.
  • New Deal Type — Triggers when a new deal type is created.
  • New Stage — Triggers when a new stage is created
  • New Team Member — Triggers when a new team member is created

Actions (3)

Things Salesflare can make it do

  • Create Contact — Creates a new contact.
  • Create Deal — Creates a new deal.
  • Find or Create Contact — Finds a contact.

Searches (4)

Look up existing records

  • Find Contact — Finds a contact.
  • Find Stage — Finds a Stage by Name.
  • Find Team Member — Finds a Team Member by Email.
  • Find a Deal Type — Find a Deal Type by Name

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