SWYKTools and Salesflare
How to connect SWYKTools
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When pipeline Stage Changed in SWYKTools, create opportunity in Salesflare.
- When new Account in Salesflare, add Account in SWYKTools.
- When new Opportunity in Salesflare, add/Update Opportunity in SWYKTools.
- When new Task in Salesflare, add Task in SWYKTools.
About SWYKTools
SWYKTools is the all-in-one software solution for coaches, consultants & course creators.
SWYKTools operations on Zapier
Triggers (1)
Start a workflow when this happens
- Pipeline Stage Changed — Triggers when pipeline stage is updated for an opportunity.
Actions (6)
Things Salesflare can make it do
- Add Account — Adds new account for agency
- Add Lead to Campaign — Adds a lead to an existing campaign.
- Add Task — Adds a task to the account.
- Add/Update Contact — Adds or updates an existing contact.
- Add/Update Opportunity — Adds or updates an existing opportunity.
Show 1 more actions
- Stop All Campaign's for Lead — Stops all campaign for a lead.
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