SubcontractorHub and Salesflare

How to connect SubcontractorHub

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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