UnifiedCRM and Salesflare

How to connect UnifiedCRM

UnifiedCRM is a CRM that brings people, tools, and data together, supercharging it with AI. Zero admin and 100% focus on live customer interaction.

Start a workflow when this happens

Notification Rule Triggered — Triggers when a notification rule is triggered.

Things Salesflare can make it do

Add Note to Record — Add a note to a record. Pass in recordId and the note as plain text. If the record is not found, an exception is thrown.
Create Contact — Create a new Contact using external data. Returns the id of the new contact created in a field called "recordId". Email address and linkedIn must be globally unique inside UnifiedCRM.
Create Lead — Create a new Lead using external data. Returns the id of the new lead created in a field called "recordId". Email address and linkedIn must be globally unique inside UnifiedCRM.
Create Workspace — Create a Workspace with a Lead
Customer User Exists? — Identifies if the Customer User (Lead or Contact) exists inside UnifiedCRM. Email ("email") is passed a look-up value. Returns "customerUserExists" with a value of true or false.

Show 6 more actions

Customer User Invited? — Whether the Customer User (Lead or Contact) has been invited to log-in to UnifiedCRM.
Find Customer User by Email — Find a customer user (Lead or Contact) by their email address. If no user is found, an error is thrown. If a user is found, their unique recordId value is returned and a recordFound value equal to true. It also provides a user type value equal to either "lead" or "contact".
Get Record — Get the details for a Record by passing in the unique record id. If the record is found, returns "recordFound" as true and the record data as "record". If the record is not found, throws "Record not found" exception.
Get Record Field Value — Get a specific field value for a Record. Returns a value called "fieldValue".
Invite Customer User — Invite a Contact or a Lead to Join UnifiedCRM as a Customer User
Set Record Field Value — Set the field value of a Record

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