TommyTrinder and Salesflare
How to connect TommyTrinder
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Customer in TommyTrinder, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Quote in TommyTrinder, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Quote in TommyTrinder.
About TommyTrinder
TommyTrinder is a tool primarily for window and door quoting, visualization, and sales software platform designed for window and door installers
TommyTrinder operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Customer — Triggers when a new customer is created.
- Updated Quote — Triggers when there is an update to a Quote.
Actions (3)
Things Salesflare can make it do
- Create Customer — Creates a new customer in the system.
- Create Quote — Creates a new quote for the customer
- Update Customer — Updates the customer's details
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