Tracker and Salesflare
How to connect Tracker
- Via Zapier — 28 operations available. Set it up ↗
What you can automate
- When new Client in Tracker, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Tracker, find or create contact in Salesflare.
- When new Invoice in Tracker, create opportunity, then find or create contact in Salesflare.
- When new Lead in Tracker, find or create contact in Salesflare.
- When new Opportunity in Tracker, create opportunity in Salesflare.
- When new Ticket in Tracker, create task in Salesflare.
About Tracker
Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM
Tracker operations on Zapier
Triggers (16)
Start a workflow when this happens
- New Activity — Triggers when a new activity is added to Tracker.
- New Client — Triggers when a new client is added to Tracker.
- New Contact — Triggers when a new contact is added to Tracker.
- New Invoice — Triggers when a new invoice is added to Tracker.
- New Lead — Triggers when a new lead is added to Tracker.
Show 11 more triggers
- New Opportunity — Triggers when a new opportunity is added to Tracker.
- New Resource — Triggers when a new resource is added to Tracker.
- New Ticket — Triggers when a new ticket is added to Tracker.
- Updated Activity — Triggers when an existing activity is updated to Tracker.
- Updated Client — Triggers when an existing client is updated on Tracker.
- Updated Contact — Triggers when an existing contact is updated to Tracker.
- Updated Invoice — Triggers when an existing invoice is updated to Tracker.
- Updated Lead — Triggers when an existing lead is updated to Tracker.
- Updated Opportunity — Triggers when an existing opportunity is updated to Tracker.
- Updated Resource — Triggers when an existing resource is updated to Tracker.
- Updated Ticket — Triggers when an existing ticket is updated to Tracker.
Actions (9)
Things Salesflare can make it do
- Create Activity — Adds a new task/activity
- Create Client — Adds a new client
- Create Contact — Adds a new contact
- Create Invoice — Adds a new invoice
- Create Lead — Adds a new lead
Show 4 more actions
- Create Note — Adds a new note
- Create Opportunity — Adds a new opportunity
- Create Resource — Adds a new resource
- Create Ticket — Add a new ticket
Searches (3)
Look up existing records
- Find Clients — Find an existing client
- Find Contacts — Find an existing contact
- Find Resources — Find an existing resource
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