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Zoe Financial and Salesflare

CRM (Customer Relationship Management) app.zoefin.com ↗

How to connect Zoe Financial

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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