Wexlyn and Salesflare

How to connect Wexlyn

When lead Stage Changed in Wexlyn, find or create contact in Salesflare.
When new Lead in Wexlyn, find or create contact in Salesflare.
When new Sale in Wexlyn, create opportunity, then find or create contact in Salesflare.

Wexlyn is an ad tracking and revenue attribution tool. Send sales and leads to Wexlyn to see which ads really made money.

Start a workflow when this happens

Lead Stage Changed — Triggers when a lead moves to a new stage in Wexlyn, from a call outcome, a sale, the CRM or a Zap.
New Call Booked — Triggers when a call is booked in Wexlyn, from Calendly, GoHighLevel, iClosed, the API or a Zap.
New Lead — Triggers when a new lead appears in Wexlyn: an opt-in, a booking or a first sale from someone new.
New Sale — Triggers when Wexlyn records a sale, from any connected payment tool or the API.

Things Salesflare can make it do

Create or Update Lead — Creates a lead in Wexlyn, or updates the existing one with the same email or phone.
Find or Create Lead — Finds the lead by email, or creates it when nothing matches.
Log Call — Records a booked, qualified, showed or closed call against the lead, so call funnels attribute to the ad.
Send Sale / Conversion — Records a sale in Wexlyn and attributes it to the ad, campaign or link that brought the customer.
Update Lead Stage — Moves a lead to a stage (Qualified, Booked, Closed Won…). Creates the lead first if Wexlyn has never seen them.

Look up existing records

Find Lead — Finds a lead by email (or phone), with their stage, tags and attributed sources.

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