WebFX and Salesflare
How to connect WebFX
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new or Updated Deal in WebFX, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create or Update Deal in WebFX.
About WebFX
WebFX is a platform designed to track and integrate your marketing and sales data.
WebFX operations on Zapier
Triggers (1)
Start a workflow when this happens
- New or Updated Deal — Triggers when a deal is created or updated.
Actions (6)
Things Salesflare can make it do
- (R&D Only) Echo — Post data to the echo cloud function so that you can view the logs at https://cloudlogging.app.goo.gl/in15N2Ctmw3pTNuTA. This action is only intended for R&D devs.
- API Request — Makes a raw HTTP request that includes the integration's authentication.
- Create or Update Deal — Create a deal or update it if one already exists.
- Delete Deal — Delete a deal.
- Log Action — By default POST, PATCH, and DELETE requests to the mcfx api are logged to the jobActions and jobExecutions tables, but everything must be logged manually. If you for example are adding a customer to NetSuite you would need to use this action to log that.
Show 1 more actions
- Transform Deal — Transform the data to prepare it to send to the WebFX API.
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