Salesflare Salesflare Integrations

Site2CRM and Salesflare

CRM (Customer Relationship Management) site2crm.io ↗

How to connect Site2CRM

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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