What you can automate

When new Client in Yatmatch, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Contact in Yatmatch, find or create contact in Salesflare.

When new Lead in Yatmatch, find or create contact in Salesflare.

When client Recently Created or Updated in Yatmatch, find or create account, then find or create contact, then add contact to account in Salesflare.

When contact Recently Created or Updated in Yatmatch, find or create contact in Salesflare.

When lead Recently Created or Updated in Yatmatch, find or create contact in Salesflare.

About Yatmatch

Yatmatch is a matchmaking CRM for yacht brokers to multiply sales by eliminating business chaos.

Yatmatch operations on Zapier

Start a workflow when this happens

Client Recently Created or Updated — Triggers when a client recently added or updated.
Contact Recently Created or Updated — Triggers when a contact added or updated.
Lead Recently Created or Updated — Triggers when new lead added or updated.
New Client — Triggers when a new client is created.
New Contact — Triggers when a new contact is created.

Show 3 more triggers

New Lead — Triggers when a new lead is created.
New Yacht — Triggers when a new yacht is created.
Yacht Recently Created or Updated — Triggers when a yacht recently created or updated.

Things Salesflare can make it do

Create Client — Creates a client.
Create Contact — Creates a contact.
Create Lead — Creates a lead.
Create Yacht — Creates a yacht.
Create or Update Client — Creates a client or updates existing client based on email address.

Show 3 more actions

Create or Update Contact — Creates a contact or updates existing contact based on email address.
Create or Update Lead — Creates a new lead or updates existing leas based on email address.
Create or Update Yacht — Creates new yacht or updates existing yacht.

Yatmatch and Salesflare