Sunivo and Salesflare

How to connect Sunivo

When lead Status Changed in Sunivo, find or create contact in Salesflare.
When new Appointment Scheduled in Sunivo, create meeting, then create call in Salesflare.
When new Lead Group Created in Sunivo, find or create contact in Salesflare.
When new Lead Uploaded in Sunivo, find or create contact in Salesflare.
When new Sale in Sunivo, create opportunity, then find or create contact in Salesflare.

Sunivo is an All-In-One virtual solar sales platform.

Start a workflow when this happens

Appointment Outcome — Triggers when a new appointment outcome is reported.
Lead Status Changed — Triggers when a lead status is changed.
Missed Call — Triggers when a call is missed.
New Appointment Scheduled — Triggers when a new appointment is scheduled (Normal Events, Custom Events, ALL Events).
New Lead Group Created — Triggers when a new lead group is created.

Show 4 more triggers

Things Salesflare can make it do

Create Lead Group — Creates a Lead Group.
Find or Create Lead Group — Finds a Lead Group. This action will return all the Lead Groups whose name contains the given name. Result will contain all the Lead Groups when name is not provided
Send SMS — Sends a SMS message.
Upload New Lead — Creates a new Lead.

Look up existing records

Find Appointment — Finds an Appointment for the given email and phone. Both inputs are optional.
Find Lead — Finds a Lead using email. This action will return all leads whose email contains the given input.
Find Lead Group — Finds a Lead Group. This action will return all the Lead Groups whose name contains the given name. Result will contain all the Lead Groups when name is not provided
Find Utility Company — Finds Utility Companies

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