The Customer Factor and Salesflare

How to connect The Customer Factor

When new Customer in The Customer Factor, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in The Customer Factor, create opportunity in Salesflare.
When new Invoice in The Customer Factor, create opportunity, then find or create contact in Salesflare.
When new Payment in The Customer Factor, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Estimate in The Customer Factor.

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Start a workflow when this happens

Estimate Accepted — Triggered when an estimate is accepted in The Customer Factor
Estimate Declined — Triggered when an estimate is declined in The Customer Factor
Estimate Emailed — Triggered when an estimate is emailed in The Customer Factor
Job Completed — Triggers when a job is marked as completed in The Customer Factor.
New Customer — Triggers when a new customer is added to The Customer Factor.

Show 7 more triggers

New Estimate — Triggered when a new estimate is scheduled in The Customer Factor
New Invoice — Triggers when new invoice is created in The Customer Factor.
New Job — Triggered when a new job is scheduled in The Customer Factor
New Payment — Triggers when an invoice is paid in The Customer Factor.
New Prospect — Triggers when you add a new prospect in The Customer Factor.
New Recurring Job — Triggered when a new recurring job is scheduled in The Customer Factor
Recurring Job Canceled — Triggered when a recurring job is canceled in The Customer Factor

Things Salesflare can make it do

Create Customer — This action will create a customer in The Customer Factor
Create Estimate — This action will create an estimate in The Customer Factor
Create Job or Invoice — This action will create a job with or without invoice in The Customer Factor
Create Payment — This action will make the invoice as paid in The Customer Factor
Create Prospect — This action will create the prospect in The Customer Factor