umsatz.io and Salesflare

How to connect umsatz.io

What you can automate

  • When contact Property Changed in umsatz.io, find or create contact in Salesflare.
  • When deal Property Changed in umsatz.io, create opportunity in Salesflare.
  • When new Contact Created in umsatz.io, find or create contact in Salesflare.
  • When new Deal Created in umsatz.io, create opportunity in Salesflare.
  • When new Form Submission in umsatz.io, find or create contact in Salesflare.
  • When deal Stage Changed in umsatz.io, create opportunity in Salesflare.

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

umsatz.io operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Contact Property Changed — Triggers when a Contact Property has been changed.
  • Deal Property Changed — Triggers when a Deal Property has been changed.
  • Deal Stage Changed — Triggers when a Deal Stage has been changed.
  • New Activity — Triggers when a user tracks a new call in the app.
  • New Contact Created — Triggers when a new Contact is created.
Show 2 more triggers
  • New Deal Created — Triggers when a new Deal is created.
  • New Form Submission — Triggers when a new Form Submission is created.

Actions (5)

Things Salesflare can make it do

  • Create Contact — Creates a new contact in the system.
  • Create Deal — Creates a new deal in the system.
  • Find or Create Contact by Email — Find a Contact by email. If one is not found, create one.
  • Update Contact — Updates a contact based on contactId.
  • Update Deal — Updates deal in the system based on deal id.

Searches (5)

Look up existing records

  • Find Contact by Email — Finds a Contact by their email address.
  • Find Contact by Id — Finds a Contact by their Id.
  • Find Contact by Search — Finds Contacts by search text.
  • Find Deal by Id — Finds a Deal by their Id.
  • Find Deals by Email — Find Deals by their related email address.

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