Survey Booker and Salesflare

How to connect Survey Booker

When new Customer in Survey Booker, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Payment in Survey Booker, create opportunity, then find or create contact in Salesflare.
When new Review in Survey Booker, create internal note in Salesflare.

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Start a workflow when this happens

Customer Resubscribes to Marketing Email — Triggers when a customer opts back in to marketing emails.
Customer Unsubscribed From Email — Triggers when a customer unsubscribes from a lead nurture email.
Estimated Report Date Rescheduled — Triggers when the estimated report date is rescheduled on Survey Booker.
Estimated Report Date Set — Triggers when the estimated report date has been set on Survey Booker.
Inspection Date Rescheduled — Triggers when the inspection date has been rescheduled on Survey Booker.

Show 7 more triggers

Inspection Date Set — Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
New Customer — Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
New Payment — Triggers when a new payment is received.
New Review — Triggers when a customer has left a new review on Survey Booker.
New Terms — Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
Report Uploaded — Triggers when the report has been uploaded to Survey Booker.
Survey Assigned to Surveyor — Triggers when a surveyor is assigned to a survey ID.