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Create Salesflare CRM opportunities from new Docsify viewed documents

  1. When this happensStep 1: Create Contact

  2. Then do thisStep 2: Create Account

  3. Then do thisStep 3: Create Opportunity

If you send lots of presentations by email then tracking them one-by-one manually is frustrating. Never do it yourself again! Activate this automation once and get organized your sales flow automatically. Whenever someone views your Docsify document, Zapier will automatically create an opportunity for you Salesflare CRM. Save your time for creativity, this Zapier integration will care about productivity.

How this Docsify-Salesflare CRM integration works

  1. The attached Docsify document was opened and viewed by the recipient
  2. Zapier automatically creates a new opportunity on Salesflare CRM

Apps involved

  • Docsify
  • Salesflare CRM
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Connect Docsify + Salesflare in Minutes

It's easy to connect Docsify + Salesflare and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Email Opened

Trigger when the email was opened.

InstantNew File Downloaded

Trigger when the file was downloaded.

InstantNew Link Clicked

Trigger when the link was clicked.

New Contact

Triggers when a new contact is added.

New Task

Triggers when a new task is added.

InstantNew Document Viewed

Trigger when the document was viewed.

InstantNew Document Opened

Trigger when the document was opened.

New Account

Triggers when a new account has been added.

New Opportunity

Triggers when a new opportunity has arrived.