What you can automate

When new Lead Created in WORKetc CRM, find or create contact in Salesflare.

When new Company Created in WORKetc CRM, find or create account in Salesflare.

When new Person Created in WORKetc CRM, find or create contact in Salesflare.

When updated Company in WORKetc CRM, find or create account in Salesflare.

When updated Person in WORKetc CRM, find or create contact in Salesflare.

When updated Lead in WORKetc CRM, find or create contact in Salesflare.

About WORKetc CRM

WORKetc combines CRM, project management, billing, sales, help desk, and more with a powerful automation engine to drive your business to the next level.

WORKetc CRM operations on Zapier

Triggers (9)

Start a workflow when this happens

New Company Created — Triggers when a new company contact is created.
New Lead Created — Triggers when a lead is created.
New Person Created — Triggers when a new person contact is created.
New Project Created — Triggers when a project is created.
New Support Case Created — Triggers when a support case is created.

Show 4 more triggers

Updated Company — Triggers when a company contact is updated.
Updated Lead — Triggers when the status or stage of a lead is updated.
Updated Person — Triggers when a person contact is updated.
Updated Project — Triggers when the stage of a project is updated.

Actions (9)

Things Salesflare can make it do

Create Company — Create a new company contact.
Create Lead — Create a new sales lead.
Create Person — Create a new person contact.
Create Product Sale — Create a new product sale.
Create Support Case — Create a new support case.

Show 4 more actions

Update Company — Update an existing company contact.
Update Lead — Update an existing sales lead.
Update Person — Update an existing person contact.
Update Support Case — Update an existing support case.

Searches (4)

Look up existing records

Find Employee Contact — Search for an employee contact.
Find Lead — Find a specific sales lead based on the lead ID, owner or client.
Find Person or Company Contact — Search for a person or company contact.
Find Product — Find a specific product based on the product name, SKU, EAN, or UPC.

WORKetc CRM and Salesflare

How to connect WORKetc CRM