What you can automate

When comment Created in Wingmate, create internal note in Salesflare.

When contact Created in Wingmate, find or create contact in Salesflare.

When lead Created in Wingmate, find or create contact in Salesflare.

When lead Link Created in Wingmate, find or create contact in Salesflare.

When purchase Created in Wingmate, create opportunity, then find or create contact in Salesflare.

When reminder Created in Wingmate, create task in Salesflare.

About Wingmate

Grow, engage & simplify with the #1 in-field solution. Wingmate makes it easy for your people on-the-go to capture information and bridge communication.

Wingmate operations on Zapier

Triggers (22)

Start a workflow when this happens

Action Created — Triggers when a new action request is created.
Action Updated — Triggers when a is updated.
Attachment Created — Triggers when a new Attachment is created.
Chase Created — Triggers when a new chase is created.
Chase Updated — Triggers when a chase is updated.

Show 17 more triggers

Comment Created — Triggers when a new comment is created.
Comment Deleted — Triggers when a comment is deleted.
Comment Updated — Triggers when a is updated.
Contact Created — Triggers when a new contact is created.
Contact Deleted — Triggers when a contact is deleted.
Contact Updated — Triggers when a contact is updated.
Lead Created — Triggers when a new lead is created.
Lead Deleted — Triggers when a lead is deleted. A hidden lead can be restored later, your app can be aleted to this using the 'Lead Restored' trigger.
Lead Link Created — Triggers when two Leads are Linked together.
Lead Restored — Triggers when a lead is restored from the trash.
Lead Updated — Triggers when a lead is updated.
Ownership Created — Triggers when a new owner is added to a Lead, creating an Ownership.
Purchase Created — Triggers when a new purchase is created.
Reminder Created — Triggers when a new reminder request is created.
Reminder Deleted — Triggers when a reminder is deleted.
Reminder Updated — Triggers when a is updated.
Status Update Created — Triggers when a new status update is created.

Actions (12)

Things Salesflare can make it do

Create a Comment — Creates a new comment on an existing lead
Create a Contact — Creates a new contact
Create a Lead — Creates a new lead
Create a Purchase — Creates a new purchase on a Lead
Create a Reminder — Creates a new reminder on an existing lead

Show 7 more actions

Create a Reward — Creates a new reward on an existing lead
Create an Action — Creates a new action request on an existing lead
Update a Comment — Updates the text field on an existing comment
Update a Contact — Updates an existing contact
Update a Lead — Updates an existing lead
Update a Reminder — Updates an existing reminder
Update an Action — Updates an existing action request

Searches (4)

Look up existing records

Lookup a Contact — Search for a Wingmate contact.
Lookup a Lead by Custom Fields — Loads a Lead object that matches the specified search criteria.
Lookup a Lead by ID — Loads a lead for a given Lead ID.
Lookup a Lead's Contacts — Search for Wingmate Contacts for a given Lead ID.

Wingmate and Salesflare

How to connect Wingmate