TradeVulcan and Salesflare

How to connect TradeVulcan

When appointment or Job Booked in TradeVulcan, create meeting, then create call in Salesflare.
When contact Updated in TradeVulcan, find or create contact in Salesflare.
When lead Status Changed in TradeVulcan, find or create contact in Salesflare.
When lead Updated in TradeVulcan, find or create contact in Salesflare.
When new Contact in TradeVulcan, find or create contact in Salesflare.
When new Lead in TradeVulcan, find or create contact in Salesflare.

TradeVulcan is a lead management platform for home service teams to capture prospects, track jobs, and automate follow-up.

Start a workflow when this happens

AI Draft Ready for Approval — Triggers when TradeVulcan creates an AI draft that requires approval before delivery.
Appointment or Job Booked — Triggers when TradeVulcan records a booked appointment or job.
Contact Updated — Triggers when a TradeVulcan contact is updated.
Human Handoff Required — Triggers when TradeVulcan pauses automation and requires human review.
Lead Booking Ready — Triggers when a TradeVulcan lead has enough information to attempt CRM booking.

Show 6 more triggers

Lead Status Changed — Triggers when a TradeVulcan lead status changes.
Lead Updated — Triggers when a TradeVulcan lead is updated.
New Contact — Triggers when TradeVulcan creates a new contact.
New Conversation Message — Triggers when a provider-neutral TradeVulcan conversation message is created.
New Lead — Triggers when TradeVulcan creates a new lead.
Outbound Message Ready — Triggers when an approved TradeVulcan external-channel response is safely claimed and ready for delivery.

Things Salesflare can make it do

Add Lead Note or Activity — Adds a note or activity record to a TradeVulcan lead.
Append Incoming Conversation Message — Appends a provider-neutral incoming customer message to a TradeVulcan conversation.
Approve Outbound Message — Approves a TradeVulcan outbound message for external delivery.
Attempt CRM Booking — Attempts to book a ready TradeVulcan lead in the connected CRM.
Confirm External Message Delivery — Confirms provider-neutral external delivery success or failure for a TradeVulcan outbound message.

Show 10 more actions

Create Contact — Creates a TradeVulcan contact.
Create Lead — Creates a TradeVulcan lead.
Find or Create Contact — Finds a TradeVulcan contact, or creates one when no matching contact exists.
Find or Create Lead — Finds a TradeVulcan lead, or creates one when no matching lead exists.
Generate Lead Response — Requests a TradeVulcan response draft for a lead conversation.
Process Incoming Lead or Message — Processes an initial external lead, continuing message, contact update, appointment preference, attachment, or booking handoff in TradeVulcan.
Reject or Cancel Outbound Message — Rejects, cancels, or supersedes a TradeVulcan outbound message before delivery.
Sync External Business Message — Syncs a provider-neutral business-authored external message into TradeVulcan without creating a reply loop.
Update Contact — Updates a TradeVulcan contact.
Update Lead — Updates a TradeVulcan lead.

Look up existing records

Find Appointment or Job — Finds a TradeVulcan appointment or job by TradeVulcan or CRM IDs.
Find Contact — Finds a TradeVulcan contact by ID, external ID, email, phone, or name.
Find Conversation — Finds a TradeVulcan conversation by internal or external IDs.
Find Lead — Finds a TradeVulcan lead by ID, external ID, contact detail, or text query.
Find LeadsForge Deployment — Finds a LeadsForge deployment available to the connected TradeVulcan workspace.