What you can automate

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 updated Account in Tecnom, find or create account in Salesflare.

When updated Deal in Tecnom, create opportunity in Salesflare.

When updated Lead in Tecnom, find or create contact in Salesflare.

About Tecnom

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

Tecnom operations on Zapier

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 Vehicle — Triggers when a new vehicle is created.
Updated Account — Triggers when an account (customer/contact) is updated.

Show 3 more triggers

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 Vehicle — Triggers when a vehicle is updated.

Things Salesflare can make it do

Create Account — Creates a new account (customer/contact).
Create Deal — Creates a new deal (sales or after-sales opportunity).
Create Lead — Creates a new lead.
Create Vehicle — Creates a new vehicle.
Find or Create Account — Finds an account by contact data (name, email, phone, or identification).

Show 2 more actions

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.

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 Leads by IDs — Finds leads by their IDs (one or more), returning each full lead so you can check status, assignee, etc.

Show 5 more searches

Find Place — Finds a place (dealership/workshop) by its ID.
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 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.

Tecnom and Salesflare