WORKetc CRM and Salesflare
How to connect WORKetc CRM
- Via Zapier — 22 operations available. Set it up ↗
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.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
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