Simple CRM and Salesflare

How to connect Simple CRM

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.

Simple CRM is a team collaboration tool to unite company data in one place

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.

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

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