ZeeRM and Salesflare
How to connect ZeeRM
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When contact Created in ZeeRM, find or create contact in Salesflare.
- When contact Updated in ZeeRM, find or create contact in Salesflare.
- When lead Created in ZeeRM, find or create contact in Salesflare.
About 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.
ZeeRM operations on Zapier
Triggers (6)
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
- Lead Created — Triggers when a Lead is Created.
Actions (5)
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.
Searches (1)
Look up existing records
- Query for New Contacts — Queries by Create Date for new Contacts
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