Salestrekker + Sophiie

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.

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.

  1. When this happens...
    SophiieSophiie
    New Inquiry Created

    Triggers when a new inquiry is created.

    TriggerInstant
  2. automatically do this!
    SalestrekkerSalestrekker
    Create New Deal

    Creates a new Deal.

    ActionWrite
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Supported triggers and actions

salestrekker logo
salestrekker logo

About Salestrekker

Salestrekker is CRM software for finance professionals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sophiie logo
sophiie logo

About Sophiie

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

Related categories

  • CRM (Customer Relationship Management)