Salesflare Salesflare Integrations

SUNAGO Matrix and Salesflare

Project Management sunago-matrix.com ↗

How to connect SUNAGO Matrix

What you can automate

  • When new Contact in SUNAGO Matrix, find or create contact in Salesflare.
  • When new Deal Created in SUNAGO Matrix, create opportunity in Salesflare.
  • When deal Won in SUNAGO Matrix, create opportunity in Salesflare.
  • When new Lead in SUNAGO Matrix, find or create contact in Salesflare.
  • When lead Status Changed in SUNAGO Matrix, find or create contact in Salesflare.
  • When task Completed in SUNAGO Matrix, create task in Salesflare.

About SUNAGO Matrix

SUNAGO Matrix is an enterprise resource planning system engineered for consulting and engineering firms

SUNAGO Matrix operations on Zapier

Triggers (14)

Start a workflow when this happens

  • Deal Lost — Triggers when a deal is marked as lost in SUNAGO Matrix.
  • Deal Won — Triggers when a deal is marked as won in SUNAGO Matrix.
  • Lead Status Changed — Triggers when a lead's status is updated in SUNAGO Matrix.
  • New Contact — Triggers when a new contact is created in SUNAGO Matrix.
  • New Deal Created — Triggers when a new deal is created in SUNAGO Matrix.
Show 9 more triggers
  • New Employee — Triggers when a new employee is added in SUNAGO Matrix.
  • New Lead — Triggers when a new lead is created in SUNAGO Matrix.
  • New Offer — Triggers when a new offer is created in SUNAGO Matrix.
  • New Project — Triggers when a new project is created in SUNAGO Matrix.
  • New Task — Triggers when a new task is created in SUNAGO Matrix.
  • Offer Signed — Triggers when an offer is signed in SUNAGO Matrix.
  • Project Status Changed — Triggers when a project's status changes in SUNAGO Matrix.
  • Task Completed — Triggers when a task is marked as Done in SUNAGO Matrix.
  • Time Entry Approved — Triggers when a time entry is approved in SUNAGO Matrix.

Actions (7)

Things Salesflare can make it do

  • Create Contact — Creates a new contact in SUNAGO Matrix.
  • Create Deal — Creates a new deal in SUNAGO Matrix.
  • Create Lead — Creates a new lead in SUNAGO Matrix.
  • Create Project — Creates a new project in SUNAGO Matrix.
  • Create Task — Creates a new task in SUNAGO Matrix.
Show 2 more actions
  • Log Time Entry — Logs a time entry on a project in SUNAGO Matrix.
  • Update Lead Status — Updates the status of an existing lead in SUNAGO Matrix.

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