Salesflare Salesflare Integrations

Upvoit and Salesflare

CRM (Customer Relationship Management) upvoit.com ↗

How to connect Upvoit

What you can automate

  • When new Client in Upvoit, find or create account, then find or create contact, then add contact to account in Salesflare.

About Upvoit

Upvoit is a workflow automation tool that helps businesses streamline job creation and document management.

Upvoit operations on Zapier

Triggers (3)

Start a workflow when this happens

  • New Client — Triggers when a new client is created.
  • New Job — Triggers when a new job is created.
  • Update Job — Triggers when a job is updated.

Actions (1)

Things Salesflare can make it do

  • Add/Update Client — Creates a new client profile with details such as name, email, phone number, and address. The client can later be linked to jobs, quotes, and invoices.

Similar apps

Salesflare

The CRM your team will love to use.

Popular Zapier Make
Leadberry

B2B lead generation platform

Native Zapier
Salesforce
Zapier Make
Pipedrive
Zapier Make
Zapier Forms
Zapier
Zoho CRM
Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free