ZeeRM and Salesflare

How to connect ZeeRM

ZeeRM is a full-service software solution to manage your business. Features of an ERP system as well as a CRM system in one.

Start a workflow when this happens

Appointment (Design) State Changes — Triggers when an Appointment of type Design is created, updated, or deleted.
Appointment (Service) State Changes — Triggers when an Appointment of type Service is created, updated, or deleted.
Contact Created — Triggers when a Contact is Created.
Contact Updated — Triggers when a Contact is Updated.
Job Status Changed — Triggers when a Job Status is changed.

Show 1 more triggers

Things Salesflare can make it do

Contact Update Using Email Address — Update a contact record using email address as the lookup key. Do not include fields that you do not want updated or blanked out.
Create Contact — Create a Contact
Create Job Note — Creates a Job Note under a Job
Create Lead — Creates a Lead in Dashboard
Lead Update Using Email Address — Update a lead record using email address as the lookup key. Do not include fields that you do not want updated or blanked out.

Look up existing records

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