Flexie CRM

Flexie CRM Integrations

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Flexie CRM Integration Details

Launched on Zapier March 9, 2018

Zapier combines Triggers (like "New Custom Entity") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Flexie CRM Triggers, Searches, and Actions are supported by Zapier:

New Custom Entity

Triggers when a new Custom Entity is created within a workflow with a Zapier action.

New Lead

Triggers when new lead is added within a workflow with a Zapier action.

New Contact

Triggers when a new contact is added within a workflow with a Zapier action.

New Deal

Triggers when new deal is added within a workflow with a Zapier action.

New Account

Triggers when new account is added within a workflow with a Zapier action.

Update Lead

Triggers when lead is updated within a workflow with a Zapier action.

Update Custom Entity

Triggers when a Custom Entity is updated within a workflow with a Zapier action.

Update Contact

Triggers when a contact is updated within a workflow with a Zapier action.

Update Deal

Triggers when deal is updated within a workflow with a Zapier action.

Update Account

Triggers when an account is updated within a workflow with a Zapier action.

Create Contact

Creates a new contact.

Create Custom Entity

Creates a Custom Entity.

Create Lead

Creates a new lead.

Update Account

Updates an account.

Update Lead

Updates a lead.

Create Account

Creates a new account.

Update Custom Entity

Updates a Custom Entity.

Update Deal

Updates a deal.

Create Deal

Creates a new deal.

Update Contact

Updates a contact.

Find Account

Finds an existing account.

Find Custom Entity

Finds an Existing Custom Entity Record.

Find Contact

Find an existing Contact.

Find Deals

Finds an existing Deal.

Find Lead

Find an existing Lead.

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