Zoe Financial and Salesflare
How to connect Zoe Financial
- Via Zapier — 1 operations available. Set it up ↗
About Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
Zoe Financial operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Zoe Prospect — Triggers when a new prospect is assigned to the advisor.
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