SubcontractorHub and Salesflare
How to connect SubcontractorHub
- Via Zapier — 19 operations available. Set it up ↗
What you can automate
- When new Lead in SubcontractorHub, find or create contact in Salesflare.
- When lead Updated in SubcontractorHub, find or create contact in Salesflare.
- When new Customer in SubcontractorHub, find or create account, then find or create contact, then add contact to account in Salesflare.
- When proposal Created in SubcontractorHub, create opportunity in Salesflare.
- When proposal Updated in SubcontractorHub, create opportunity in Salesflare.
About SubcontractorHub
SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.
SubcontractorHub operations on Zapier
Triggers (10)
Start a workflow when this happens
- Get Stages Keys — gets the list of stages from subcontractorhub
- Lead Updated — Triggers when a lead is updated in sch.
- New Customer — Triggers when a new customer is added.
- New Lead — Triggers when a lead is created in sch.
- New Project — Triggers when a new project is created.
Show 5 more triggers
- New Project Version 2 — Triggers when a project is created in sch.
- Project Update — Triggers when a project is updated.
- Proposal Created — Triggers when a proposal is created.
- Proposal Updated — Triggers when a proposal is updated.
- Select Active Users — get the list of active users for the selected organization
Actions (9)
Things Salesflare can make it do
- Add Material Type — Add Material Type In SCH
- Add Materials — Add materials in SCH
- Create Customer — Create Customer in SubontractorHub
- Create Lead in CRM — Create Lead in Subcontractorhub
- Create Project — Create Project in SubontractorHub
Show 4 more actions
- Get Project — To fetch particular project
- Update Customer — Update Customer in SubontractorHub
- Update Project — Update Project in SubontractorHub
- Update Stages — update stages of projects
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