YouEx and Salesflare
How to connect YouEx
- Via Zapier — 32 operations available. Set it up ↗
What you can automate
- When new Company in YouEx, find or create account in Salesflare.
- When new Contact in YouEx, find or create contact in Salesflare.
- When new Lead in YouEx, find or create contact in Salesflare.
- When new Opportunity in YouEx, create opportunity in Salesflare.
- When company Updated in YouEx, find or create account in Salesflare.
- When updated Lead in YouEx, find or create contact in Salesflare.
About YouEx
YouEx is a platform designed specifically for B2B sales teams to manage the entire revenue process, from lead capture to closing.
YouEx operations on Zapier
Triggers (12)
Start a workflow when this happens
- Company Is Deleted — Triggers when a company is deleted in your workspace.
- Company Updated — Triggers when a company is updated on your workspace.
- Contact Is Deleted — Triggers when a contact is deleted in your workspace.
- Contact Update — Triggers when a contact info changes on selected fields.
- Lead Is Deleted — Triggers when a lead is deleted in your workspace.
Show 7 more triggers
- New Company — Triggers when a new company is created on your workspace.
- New Contact — Triggers when a new contact is created.
- New Lead — Triggers when a new lead is created.
- New Opportunity — Triggers when new opportunity is created in your workspace.
- Opportunity Deleted — Triggers when an opportuniry is deleted in your workspace.
- Opportunity Updated — Triggers when an opportunity is updated in your workspace.
- Updated Lead — Triggers when a lead is updated on specific field.
Actions (12)
Things Salesflare can make it do
- Create Contact — Creates a contact in your workspace
- Create Lead — Creates a lead in current workspace.
- Create Opportunity — Creates a opportunity on your workspace
- Create a Company — Creates a company reference on your workspace
- Delete a Company — Deletes a company from your workspace
Show 7 more actions
- Delete a Contact — Deletes a contact from your workspace
- Delete a Lead — Deletes a lead from your workspace
- Delete an Opportunity — Deletes an opportunity from your Youex.ai Workspace
- Update Company Info — Updates company info
- Update Lead — Updates a lead from workspace
- Update Opportunity — Updates an opportunity on your Youex.ai Workspace
- Update a Contact — Updates a contact from your workspace
Searches (8)
Look up existing records
- Get Companies — Get company list from your workspace
- Get Company — Get company from your workspace
- Get Contact — Get single contact from workspace
- Get Contacts — Get the contact list from your workspace
- Get Lead — Get an specific lead
Show 3 more searches
- Get Leads — Get all the leads from your workspace
- Get Opportunities — Get opportunities from your workspace
- Get Opportunity — Gets specific opportunity from your Youex.ai workspace
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