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Add new Salesflare contacts to Fresh Proposals as a clients

Add new Salesflare contacts to Fresh Proposals as a clients

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Every time a new contact is created in Salesflare, Make will automatically add that contact to Fresh Proposals as a client.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Salesflare
Add a Contact to an Account

Adds a contact to an account.

Action
Salesflare
Add a User to an Account

Adds a user to an account.

Action
Salesflare
Create a Call

Creates a new call.

Action
Fresh Proposals
Create a Client

Creates a new client.

Action
Salesflare
Create a Contact

Creates a new contact.

Action
Salesflare
Create a Meeting

Creates a new meeting.

Action
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Create a Task

Creates a new task.

Action
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Create an Account

Creates a new account.

Action
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Create an Internal Note

Creates a new internal note.

Action

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