Spotler CRM and Salesflare
How to connect Spotler CRM
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When new/Updated Account in Spotler CRM, find or create account in Salesflare.
- When new Contact in Spotler CRM, find or create contact in Salesflare.
- When new/Updated Opportunity in Spotler CRM, create opportunity in Salesflare.
- When new Task in Spotler CRM, create task in Salesflare.
- When new Account in Salesflare, create Account in Spotler CRM.
- When new Opportunity in Salesflare, create Opportunity in Spotler CRM.
About Spotler CRM
Spotler CRM is a customer relationship management system that offers functionalities, such as a centralised database for all your customers and their contacts.
Spotler CRM operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Activity — Triggers on a new activity.
- New Contact — Triggers when a new contact is created.
- New Task — Triggers on a new task.
- New/Updated Account — Triggers on a new or updated account
- New/Updated Opportunity — Triggers on a new or updated opportunity.
Actions (8)
Things Salesflare can make it do
- Create Account — Creates an account.
- Create Account if not exists — Ignored the description field
- Create Activity — Creates an activity.
- Create Contact — Creates a contact.
- Create Contact if not exists — This is ignored
Show 3 more actions
- Create Opportunity — Creates an opportunity (with lines items)
- Create Task — Creates a task.
- Update Dropdown List — Appends Dropdown list items
Searches (2)
Look up existing records
- Find Account — Finds an account within your CRM.
- Find Contact — Finds a contact within your CRM.
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