ShareCRM and Salesflare
How to connect ShareCRM
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Leads in ShareCRM, find or create contact in Salesflare.
- When new Account in Salesflare, create Account in ShareCRM.
About ShareCRM
ShareCRM is an enterprise customer relationship manager (CRM) application designed to attract, retain, and satisfy customers to grow your business.
ShareCRM operations on Zapier
Triggers (4)
Start a workflow when this happens
- Find Record Fields — Find record fields by apiName
- New Leads — Triggers when a new Leads is created .
- New Marketing Event — Triggers when a new Marketing Event is created.
- Updated Record — Triggers when a Record is updated
Actions (8)
Things Salesflare can make it do
- Create Account — When the field _id has a value, update the account data in the system. When the field _id has no value, add new account data in the system
- Create Case — When the field _id has a value, update the Case data in the system. When the field _id has no value, add new Case data in the system
- Create Contact — When the field _id has a value, update the contact data in the system. When the field _id has no value, add new contact data in the system
- Create Leads — Creates a Leads in the system.
- Create Marketing Event — Creates a Marketing Event in the system.
Show 3 more actions
- Create Record — Create a Record in the system
- Create ServiceRequest — When the field _id has a value, update the ServiceRequest data in the system. When the field _id has no value, add new ServiceRequest data in the system
- Update Record — Update a Record in the system
Searches (4)
Look up existing records
- Find Record Data by Id — Finds a record data in the system
- Find Record Data by Name — Finds record data in the system
- Find Record Data by Query — Finds record data in the system
- Find Records by Filter Field — Find records by filter fields in the system
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