Tecnom and Salesflare

How to connect Tecnom

When new Account in Tecnom, find or create account in Salesflare.
When new Deal in Tecnom, create opportunity in Salesflare.
When new Lead in Tecnom, find or create contact in Salesflare.
When new Sale in Tecnom, create opportunity, then find or create contact in Salesflare.
When updated Account in Tecnom, find or create account in Salesflare.
When updated Lead in Tecnom, find or create contact in Salesflare.

Tecnom is an AI-driven software and CRM platform designed to automate workflows and customer management for the automotive industry in Latin America.

Start a workflow when this happens

New Account — Triggers when a new account (customer/contact) is created.
New Deal — Triggers when a new deal (sales or after-sales opportunity) is created.
New Lead — Triggers when a new lead is created.
New Sale — Triggers when a new sale is registered.
New Vehicle — Triggers when a new vehicle is created.

Show 5 more triggers

Updated Account — Triggers when an account (customer/contact) is updated.
Updated Deal — Triggers when a deal is updated, such as when it is reassigned or its status changes.
Updated Lead — Triggers when a lead is updated, such as when it is assigned to an advisor or its status changes.
Updated Sale — Triggers when a sale is created or updated, such as when its value, currency or approval changes.
Updated Vehicle — Triggers when a vehicle is updated.

Things Salesflare can make it do

Show 7 more actions

Create Vehicle — Creates a new vehicle.
Find or Create Account — Finds an account by contact data (name, email, phone, or identification).
Find or Create Lead — Finds a lead by contact data (email, phone, name, identification, or registration plate).
Find or Create Vehicle — Finds a vehicle by registration plate or VIN/VIS.
Mark Lead as Attended — Marks a lead as attended, recording the first contact.
Update Deal — Updates an existing deal.
Update Lead — Updates an existing lead.

Look up existing records

Find Account — Finds an account by contact data (name, email, phone, or identification).
Find Accounts by IDs — Finds accounts (customers/contacts) by their IDs (one or more), returning each full account.
Find Deals by IDs — Finds deals by their IDs (one or more), returning each full deal so you can check status, customer, sale, etc.
Find Lead — Finds a lead by contact data (email, phone, name, identification, or registration plate).
Find Lead by Deal ID — Finds the original lead of a deal (the first lead linked to it), with its source and ad identifiers.

Show 8 more searches

Find Leads by IDs — Finds leads by their IDs (one or more), returning each full lead so you can check status, assignee, etc.
Find Place — Finds a place (dealership/workshop) by its ID.
Find Sales by IDs — Finds sales by their IDs (one or more), returning each full sale with its customer.
Find Source — Finds a source (lead/deal origin) by its ID, returning its name and type.
Find User — Finds a user (salesperson/advisor) by its ID.
Find User by Email — Finds a user by email address.
Find Vehicle — Finds a vehicle by registration plate or VIN/VIS.
Find Vehicles by IDs — Finds vehicles by their IDs (one or more), returning each full vehicle.

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