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Integrate Filter by Zapier with Flexie CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Filter by Zapier with Flexie CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Filter by Zapier

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Flexie CRM

An action is what takes place after the automation is triggered. For example, with Flexie CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Filter by Zapier to Flexie CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Filter by Zapier to Flexie CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Filter by Zapier and Flexie CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Filter by Zapier and Flexie CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Only continue if...
  Required
Action
Filter
New Account
Triggers when new account is added within a workflow with a Zapier action.
Trigger
Instant
Try It
New Deal
Triggers when new deal is added within a workflow with a Zapier action.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity Name
  Required
Trigger
Instant
Try It

Update Lead
Triggers when lead is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity Name
  Required
Action
Write

- Pipeline
  Required
- Stage
  Required
Action
Write
- Dynamic Endpoint
  Required
- Data
  Required
Action
Write
- Custom Entity Name
  Required
- Identifier
- Identifier Value
Action
Write
- Identifier
- Identifier Value
- Pipeline
  Required
- Stage
  Required
Action
Write
- Identifier
- Identifier Value
Action
Search
- Custom Entity Name
  Required
- Identifier
- Identifier Value
Action
Search
- Identifier
- Identifier Value
Action
Search
- Identifier
- Identifier Value
Action
Search or write
- Identifier
- Identifier Value
- Pipeline
  Required
- Stage
  Required
Action
Search or write

Update Account
Triggers when an account is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added within a workflow with a Zapier action.
Trigger
Instant
Try It
New Lead
Triggers when new lead is added within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity Name
  Required
Trigger
Instant
Try It
Update Deal
Triggers when deal is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
Create Account
Creates a new account.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
- Identifier
- Identifier Value
Action
Write
- Identifier
- Identifier Value
Action
Write
- Identifier
- Identifier Value
Action
Write
- Identifier
- Identifier Value
Action
Search
- Identifier
- Identifier Value
Action
Search
- Identifier
- Identifier Value
Action
Search or write
- Custom Entity Name
  Required
- Identifier
- Identifier Value
Action
Search or write
- Identifier
- Identifier Value
Action
Search or write

Learn how to automate Filter by Zapier on the Zapier blog

Learn how to automate Flexie CRM on the Zapier blog

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more Help

Related categories

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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