Salesflare Salesflare Integrations

SimplyConvert and Salesflare

CRM (Customer Relationship Management) simplyconvert.com ↗

How to connect SimplyConvert

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.

SimplyConvert operations on Zapier

Triggers (1)

Start a workflow when this happens

  • SimplyConvert Event — Triggers when specified event occurs inside SimplyConvert.

Actions (2)

Things Salesflare can make it do

  • Add Document — Add a document to an existing case
  • Create Case — Create a new case

Searches (3)

Look up existing records

  • Download Documents — Search for and download a ZIP file containing all documents related to case.
  • Search Case — Search for and return a case in SimplyConvert.
  • Search Conversation — Search for conversation belonging to a case in SimplyConvert.

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