ZapFloorHQ and Salesflare
How to connect ZapFloorHQ
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When customer Created in ZapFloorHQ, find or create account, then find or create contact, then add contact to account in Salesflare.
- When deal Created in ZapFloorHQ, create opportunity in Salesflare.
- When lead Created in ZapFloorHQ, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Deal in ZapFloorHQ.
About ZapFloorHQ
ZapFloorHQ really simplifies our billing process and allows us to easily generate all our monthly invoices and track the payments.
ZapFloorHQ operations on Zapier
Triggers (5)
Start a workflow when this happens
- Customer Created — Triggers when a new customer is created.
- Deal Created — Triggers when a new deal is created.
- Lead Created — Triggers when a new lead is created.
- User Created — Triggers when a new user is created.
- Visitor Created — Triggers when a new visitor is created.
Actions (8)
Things Salesflare can make it do
- Book Meeting Room — Books a Meeting Room
- Create Deal — Creates a new deal.
- Create Lead — Creates a new lead.
- Create Lead Contact — Creates a new lead Contact.
- Create or Find Lead — Create or find lead
Show 3 more actions
- Find or Create Deal — Find a deal by its ID
- Find or Create Lead — Finds a lead by searching.
- Update Lead — Updates a lead resource
Searches (8)
Look up existing records
- Find Customer by Name — Finds a customer by searching.
- Find Lead by Name — Finds a lead by searching.
- Get Customer by ID — Find a customer by its ID
- Get Deal by ID — Find a deal by its ID
- Get Lead by ID — Find a lead by its ID
Show 3 more searches
- Search Customers — Search customers using a filter
- Search Deals — Search deals using a filter
- Search Leads — Search leads using a filter
Similar apps
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