Whole Practice and Salesflare
How to connect Whole Practice
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When completed Form or Questionnaire in Whole Practice, find or create contact in Salesflare.
- When new Appointment Booked in Whole Practice, create meeting, then create call in Salesflare.
- When new Client Added in Whole Practice, find or create account, then find or create contact, then add contact to account in Salesflare.
About Whole Practice
Whole Practice is a full practice management platform for Wellness Professionals.
Whole Practice operations on Zapier
Triggers (3)
Start a workflow when this happens
- Completed Form or Questionnaire — Triggers when a client completes a form or questionnaire.
- New Appointment Booked — Triggers when a new appointment is booked in Whole Practice.
- New Client Added — Triggers when a new client is added.
Actions (1)
Things Salesflare can make it do
- Assign Form or Questionnaire — Assign a Form or Questionnaire to a new or existing client for them to complete.
Similar apps
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