Connect Salesflare with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
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Salesflare supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new task is created
Triggers when a new contact is created
Triggers when a new opportunity is created
Triggers when a new account is created
All Actions - Action are the automated tasks
Creates a new call
Creates a new task
Creates a new contact
Creates a new account
Add user to account
Adds an existing user to the selected account
Creates a new opportunity
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetches a contact by ID, name, email, phone, account, or tags
Fetches an account by ID, name, domain, or tags
Fetches an opportunity by ID, name, or account
Fetches a user by ID, name, or email
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.”