webCRM and Salesflare
How to connect webCRM
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create or Update Organisation in webCRM.
- When new Opportunity in Salesflare, create or Update Opportunity in webCRM.
About webCRM
webCRM helps your sales team with the daily workflow and overview.
webCRM operations on Zapier
Triggers (10)
Start a workflow when this happens
- Activity — Triggers when an activity is created or updated.
- Delivery — Triggers when a delivery is created or updated.
- Document — Triggers when a document is created or updated.
- Meeting — Triggers when a meeting is created, updated, or cancelled. Notify meeting - can trigger before the meeting starts.
- Opportunity — Triggers when an opportunity is created or updated.
Show 5 more triggers
- Organisation — Triggers when an organisation is created or updated.
- Person — Triggers when a person is created or updated.
- Person (B2C) — Triggers when a person is created or updated in B2C version.
- Product — Triggers when a product is created or updated.
- Support Case — Triggers when a support case is created or updated.
Actions (10)
Things Salesflare can make it do
- Create Meeting — Creates a meeting.
- Create or Update Activity — Creates or updates an activity.
- Create or Update Delivery — Creates or updates a delivery.
- Create or Update Document — Creates or updates a document.
- Create or Update Opportunity — Creates or updates an opportunity.
Show 5 more actions
- Create or Update Organisation — Creates or updates an organisation.
- Create or Update Person — Creates or updates a person.
- Create or Update Person (B2C) — Creates or updates a person (B2C).
- Create or Update Product — Creates or updates a product.
- Create or Update Support Case — Creates or updates a support case.
Searches (6)
Look up existing records
- Find Delivery — Finds a delivery.
- Find Document — Finds a document.
- Find Organisation — Finds an organisation.
- Find Person — Finds a person.
- Find Person (B2C) — Finds a person (B2C).
Show 1 more searches
- Find User — Finds a user.
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