Synchroteam and Salesflare

How to connect Synchroteam

What you can automate

  • When new or Updated Customer in Synchroteam, find or create account, then find or create contact, then add contact to account in Salesflare.

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

Synchroteam operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New or Updated Customer — Triggers when there's a new or update customer.
  • New or Updated Equipment — Triggers when there's a new or update equipment.
  • New or Updated Jobs — Triggers when there's a new or updated job.
  • New or Updated Site — Triggers when there's a new or update site.

Actions (9)

Things Salesflare can make it do

  • Create Customer — Create a new customer
  • Create Equipment — Create a new equipment
  • Create Job — Creates a new Job
  • Create Site — Creates a new site
  • Get Or Create Equipment — Get or Create an Equipment
Show 4 more actions
  • Get Or Create Job — Get or Create a Job
  • Get Or Create Site — Get or Create a Site
  • Get or Create a Customer — Get or Create a Customer
  • Schedule Job — Schedule a Job for a user

Searches (4)

Look up existing records

  • Get or Create Customer — Get or Create a Customer
  • Get or Create Equipment — Get or Create an Equipment
  • Get or Create Job — Get or Create a Job
  • Get or Create Site — Get or Create a Site

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free