Simple CRM and Salesflare
How to connect Simple CRM
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Company in Simple CRM, find or create account in Salesflare.
- When new Contact in Simple CRM, find or create contact in Salesflare.
- When new Linked Contact and Company in Simple CRM, find or create contact in Salesflare.
- When new Business Opportunity in Simple CRM, find or create account in Salesflare.
- When new Support Ticket in Simple CRM, create task in Salesflare.
- When new Account in Salesflare, create Company in Simple CRM.
About Simple CRM
Simple CRM is a team collaboration tool to unite company data in one place
Simple CRM operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Business Opportunity — Triggers when a new interaction which type is "Sales" is created.
- New Company — Triggers when an new company is created.
- New Contact — Triggers when a new contact is created.
- New Interaction — Triggers when a new interaction is created.
- New Linked Contact and Company — Triggers when a link between a contact and a company is created.
Show 2 more triggers
- New Project — Triggers when a new project is created.
- New Support Ticket — Triggers when a new interaction which is "Support" is created.
Actions (5)
Things Salesflare can make it do
- Create Company — Creates a Company
- Create Contact — Creates a contact
- Create Contact/Company Link — Creates a Link between a contact and a company
- Create Interaction — Creates an interaction
- Create Project — Creates a Project
Similar apps
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