Yobi and Salesflare
How to connect Yobi
- Via Zapier — 23 operations available. Set it up ↗
What you can automate
- When retrieve Created Deal in Yobi, create opportunity in Salesflare.
- When retrieve Created Pipeline in Yobi, create opportunity in Salesflare.
- When retrieve Updated Deal in Yobi, create opportunity in Salesflare.
- When retrieve Updated Pipeline in Yobi, create opportunity in Salesflare.
- When retrieve Updated Task in Yobi, create task in Salesflare.
- When yobi New Contact Created in Yobi, find or create contact in Salesflare.
About Yobi
With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.
Yobi operations on Zapier
Triggers (10)
Start a workflow when this happens
- Incoming Calls — Get the next incoming calls from yobi.
- Incoming Message Received — Triggers when Incoming Message Received.
- Missed Calls — Triggers when you have a missed call on your Yobi account.
- Retrieve Created Deal — Retrieve all the created deals on yobi
- Retrieve Created Pipeline — Retrieve all the created pipeline on yobi
Show 5 more triggers
- Retrieve Updated Deal — Retrieve all the updated deals on yobi
- Retrieve Updated Pipeline — Retrieve all the updated pipelines on yobi
- Retrieve Updated Task — Retrieve all the updated tasks on yobi
- Yobi New Contact Created — Triggers when a new contact is created on Yobi.
- Yobi New Task Created — Triggers when a new Task is created in Yobi.
Actions (13)
Things Salesflare can make it do
- Associate Contact — Associate a yobi contact with a company
- Check Outbound Calls — Check if the channel has at least one outbound interaction.
- Create Company — Creates company on your Yobi account
- Create Contact — Creates contact on your Yobi account
- Create Deal — Creates deal on your Yobi account
Show 8 more actions
- Create Yobi Task — this action creates task in your Yobi account
- Inline Note — Create an inline note on yobi.
- Retrieve Pipelines — Retrieve all the crm pipelines created
- Retrieve Stages — Retrieve all the crm stages created
- Search Contact — Search a contact with phone number or name
- Send SMS — send sms from yobi
- Update Deal — Updates deal on your Yobi account
- Update Pipeline — Updates pipeline on your Yobi account
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