Salestrekker + Sophiie

Salestrekker + Sophiie integrations

Create new Salestrekker deals from new Sophiie inquiries

Experience a seamless and efficient workflow between the Sophiie and Salestrekker apps. Once a new inquiry is received in the Sophiie app, this automation creates a corresponding new deal in Salestrekker, ensuring smooth tracking of new prospects. This streamlined process saves you time and boosts productivity, enabling you to concentrate on cultivating client relationships. This level of integration between Sophiie and Salestrekker not only enhances efficiency but provides a real-time update on new inquiries and their progress.

When this happens...
New Inquiry CreatedTriggers when a new inquiry is created.
TriggerInstant
automatically do this!
Create New DealCreates a new Deal.
ActionWrite

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More things you can do with Sophiie and Salestrekker

Discover other triggers and actions you can use with Sophiie and Salestrekker

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Note Type
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Task Name
  Required
Action
Write
- Organization
  Required
- Contact Id
  Required
- Phone
- is Company
- Unsubscribed from marketing
- Contact Description
- Contact Label
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Post Code
Action
Write
- New Stage
- New Status
- Deal Label
- Deal Summary
- Deal Value
- Settlement Date
- Color
- Attachment
- Attachment Filename
Action
Write
- Organization
- Sender Email
  Required
- Content
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Attachment
  Required
- Attachment Filename
Action
Write

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
Try It
New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
- Contact is
  Required
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Label
Action
Write
- Content
- Note Label
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Organization
- Workflows
  Required
- Stages
  Required
- Owner
- Ticket Label
- Deal Name
- Deal value
- Deal summary
- Color
- Attachment
- Attachment Filename
- Contact is
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Contact Label
- Note Type
- Note Label
- Content
Action
Write
- Name
  Required
- Comment
- Due Date
- Sub Tasks
- Assign To
Action
Write

About Salestrekker

Salestrekker is CRM software for finance professionals.

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Related categories

CRM (Customer Relationship Management)

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About Sophiie

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

HelpHelp

Related categories

CRM (Customer Relationship Management)