TradePortal and Salesflare
How to connect TradePortal
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When customer Created in TradePortal, find or create account, then find or create contact, then add contact to account in Salesflare.
- When recurring Deal Created in TradePortal, create opportunity in Salesflare.
About TradePortal
TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.
TradePortal operations on Zapier
Triggers (4)
Start a workflow when this happens
- Customer Created — Triggers when a new customer is created.
- Deal Stage Changed — Triggers when a Deal Stage is changed.
- Recurring Deal Created — Triggers when a new Recurring Deal is created.
- Recurring Deal Triggered — Triggers when a recurring deal is triggered.
Actions (5)
Things Salesflare can make it do
- Add New Lead — Add a new Customer and create a new Deal.
- Create Customer — Create a new customer without a Deal.
- Send Email — Send an Email.
- Send SMS — Send an SMS message.
- Update Deal — Updates the selected Deal.
Searches (1)
Look up existing records
- Find Deal — Finds a deal.
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