Connect Prospect CRM and Salesflare

Both apps 47Prospect CRM 21Salesflare 26

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

• Trigger
  New Account

  Triggers when a new account is created in Salesflare.

• Trigger
  New Task

  Triggers when a new task is created in Salesflare.

• Trigger
  New Workflow Event

  Triggers when a new workflow is created in Salesflare.

• Action
  Add Contact to Account

  Links an existing contact to a Salesflare account.

• Action
  Add tag

  Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.

• Action
  Add User to Account

  Adds a Salesflare user (team member) to an account's team.

• Action
  Create Call

  Logs a call in Salesflare with the given contacts as participants.

• Action
  Create Contact

  Creates a contact in Salesflare with name, email, phone numbers, company position, tags and custom field values.

• Action
  Create Opportunity

  Creates an opportunity (deal) on a Salesflare account and returns its id.

• Action
  Create Task

  Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.

• Action
  Delete contact

  Deletes a contact from Salesflare.

• Action
  Delete opportunity

  Deletes an opportunity in Salesflare.

• Action
  Delete task

  Deletes a task in Salesflare.

• Action
  Find Account

  Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.

• Action
  Find Contact

  Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.

• Action
  Find Person

  Finds Salesflare persons by name, email, ID or free-text search and returns the matches.

• Action
  Find User

  Finds Salesflare users by name, email, id or free-text search.

• Action
  Find Workflow

  Finds workflows in Salesflare whose name matches the search text.

• Action
  Get opportunity

  Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.

• Action
  List tags

  Returns the tags in your Salesflare account, optionally filtered by name or ID.

• Action
  Remove Contact From Workflow

  Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.

• Action
  Update Contact

  Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.

• Action
  Update internal note

  Updates the text, mentions or date of an existing internal note on a Salesflare account.

• Action
  Update meeting

  Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.

• Action
  Update task

  Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.