Workamajig and Salesflare
How to connect Workamajig
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When updated Company in Workamajig, find or create account in Salesflare.
- When new Contact in Workamajig, find or create contact in Salesflare.
- When updated Contact in Workamajig, find or create contact in Salesflare.
- When new Lead in Workamajig, find or create contact in Salesflare.
- When new Opportunity in Workamajig, create opportunity in Salesflare.
- When new Account in Salesflare, create Company in Workamajig.
About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
Workamajig operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Activity — Triggers when a new activity is created.
- New Contact — Triggers when a new contact is created.
- New Lead — Triggers when a new lead is created.
- New Opportunity — Triggers when a new opportunity is created.
- Update Lead — This trigger gets called when a lead is updated in Workamajig
Show 3 more triggers
- Update Opportunity — Triggers when an opportunity is updated.
- Updated Company — Triggers when a company is updated.
- Updated Contact — Triggers when a contact is updated.
Actions (9)
Things Salesflare can make it do
- Add New Email to Marketing Group — This will add a new email address to a Marketing Group in Workamajig. Please note the email address must be associated to an existing contact with Workamajig before adding it.
- Create Activity — Creates a new activity.
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Lead — Creates a new lead.
Show 4 more actions
- Create Opportunity — Creates a new opportunity.
- Update Contact — Updates a contact.
- Update Lead — This action will update a lead
- Update Opportunity — Updates an opportunity.
Searches (1)
Look up existing records
- Search Opportunity — Search Opportunity By Opportunity Company And Opportunity Name
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