Site2CRM and Salesflare
How to connect Site2CRM
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When lead Updated in Site2CRM, find or create contact in Salesflare.
- When new Form Submission in Site2CRM, find or create contact in Salesflare.
- When new Lead in Site2CRM, find or create contact in Salesflare.
About Site2CRM
Site2CRM is a lead capture platform that connects website form submissions, booking forms, and AI chat conversations directly to your CRM in real-time.
Site2CRM operations on Zapier
Triggers (5)
Start a workflow when this happens
- Lead Captured From Chat — Triggers when AI chat captures a lead's email or phone number.
- Lead Updated — Triggers when a lead's information is changed.
- New AI Chat Conversation — Triggers when an AI chat conversation starts on your website.
- New Form Submission — Triggers when a form is submitted on your website.
- New Lead — Triggers when a new lead is captured via form or AI chat.
Actions (3)
Things Salesflare can make it do
- Add Note to Lead — Adds a note to an existing lead.
- Create Lead — Creates a new lead with contact information.
- Update Lead — Updates an existing lead's fields and details.
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