What you can automate

When new Contact in Skalin, find or create contact in Salesflare.

When contact NPS Changed in Skalin, find or create contact in Salesflare.

When new Customer in Skalin, find or create account, then find or create contact, then add contact to account in Salesflare.

When customer CSM Pulse Changed in Skalin, find or create account, then find or create contact, then add contact to account in Salesflare.

When customer Stage Changed in Skalin, find or create account, then find or create contact, then add contact to account in Salesflare.

When task Completed in Skalin, create task in Salesflare.

About Skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

Skalin operations on Zapier

Start a workflow when this happens

CSM Owner Changed — Trigger when a CSM Owner changed.
Contact NPS Changed — Trigger when a contact NPS changed.
Contact No Touch — Trigger when you have not not more interaction with a contact.
Contact No Usage — Trigger when a contact has not more usage.
Customer Became Ghost — Trigger when a new customer became ghost.

Show 13 more triggers

Customer CSM Pulse Changed — Trigger when a customer CSM Pulse changed.
Customer No Touch — Trigger when you have not not more interaction with a customer.
Customer No Usage — Trigger when a customer has not more usage.
Customer Renewal Coming — Trigger when a new customer renewal coming.
Customer Stage Changed — Trigger when a new customer stage changed.
Healthscore Changed — Trigger when customer healthscore changed.
New Contact — Trigger when a new contact is added.
New Customer — Trigger when a new customer is added.
New Task — Trigger when a new task is added.
New Task Project — Trigger when a new task project is added.
Task Completed — Trigger when a task is marked as completed.
Task Duedate Coming — Trigger when a task due date coming.
Task Project Completed — Trigger when all task project's tasks are marked has completed.

Things Salesflare can make it do

Show 6 more actions

Create Interaction Note — Creates a new interaction note.
Create New Agreement — Creates a new agreement.
Create New Task — Creates a new task.
Create New Task Project From Template — Create a new task project from template.
Update Current Agreement — Creates or update current agreement.
Update Last Agreement — Creates or update last agreement.

Skalin and Salesflare