SmartOffice and Salesflare
How to connect SmartOffice
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Contact in SmartOffice, find or create contact in Salesflare.
- When new Account in Salesflare, add Business in SmartOffice.
About SmartOffice
SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.
SmartOffice operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Contact — Triggers when a contact is created in SmartOffice.
- Update Contact — Triggers when a contact is updated in SmartOffice.
Actions (7)
Things Salesflare can make it do
- Add Activity — Adds an Activity to the SmartOffice Calendar
- Add Business — Adds a Business Contact (e.g., a Company) to SmartOffice
- Add Contact — Adds an Individual Contact (i.e., a Person) to SmartOffice
- Add Document — Stores a Document in SmartOffice
- Add Lead — Adds a Sales Lead to SmartOffice
Show 2 more actions
- Add Note — Adds a SmartPad Entry to a SmartOffice Contact
- Delete Activity — Deletes an Activity from the SmartOffice Calendar
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