Salesflare Integrations

CRM (Customer Relationship Management)

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Mailchimp

Email Newsletters

Mailshake

Drip Emails

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Gmail

Email, Google

ThriveCart

eCommerce

Calendly

Scheduling & Booking

Paperform

Forms & Surveys

Slack

Team Chat

Mailchimp

Email Newsletters

Mailshake

Drip Emails

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Gmail

Email, Google

ThriveCart

eCommerce

Mailchimp

Email Newsletters

Mailshake

Drip Emails

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Gmail

Email, Google

ThriveCart

eCommerce

Calendly

Scheduling & Booking

Paperform

Forms & Surveys

Slack

Team Chat

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Quickly automate Salesflare integrations with Zapier's templates

Create contacts in Salesflare from new Calendly invitees
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Calendly + Salesflare
Create contacts in Salesflare from new Google Contacts
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Google Contacts + Salesflare
Add new Salesflare contacts to Mailchimp lists
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Salesflare + Mailchimp
Create contacts in Google Contacts from new contacts in Salesflare
Details
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Salesflare + Google Contacts
Send channel messages in Slack for new won opportunities in Salesflare
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Salesflare + Slack
Create Salesflare tasks when new opportunities are won in Salesflare
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Salesflare
Create Salesflare contacts, accounts, and opportunities from new Mailchimp subscribers
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Mailchimp + Salesflare

Create new projects in Trello from won opportunities in Salesflare
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Salesflare + Trello

Create contacts in Salesflare from new Calendly invitees

Calendly + Salesflare

Create contacts in Salesflare from new Google Contacts

Google Contacts + Salesflare

Add new Salesflare contacts to Mailchimp lists

Salesflare + Mailchimp

Create contacts in Google Contacts from new contacts in Salesflare

Salesflare + Google Contacts

Send channel messages in Slack for new won opportunities in Salesflare

Salesflare + Slack

Create Salesflare tasks when new opportunities are won in Salesflare

Salesflare

Create Salesflare contacts, accounts, and opportunities from new Mailchimp subscribers

Mailchimp + Salesflare

Create new projects in Trello from won opportunities in Salesflare

Salesflare + Trello

Supported triggers and actions

What does this mean?

- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It
- WorkflowRequired
  Select the workflow to trigger on.
- Event
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a contact to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- ContactRequired
  Specify the ID of the contact you want to add to the account. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Action
Write
- Name
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write

- Name
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- AccountRequired
  Specify the ID of the account you want to add a note to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- BodyRequired
- Note Date
Action
Write

- DescriptionRequired
- Account
  Specify the ID of the account you want to link the task to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Reminder Date
- Assignees
Action
Write
- AccountRequired
  Specify the ID of the account you want to update. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Name
- Website
  Fill out the website to search account info automatically.
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- OpportunityRequired
  Specify the ID of the opportunity you want to update. If you are not getting the Opportunity ID from a previous step, you can add a "Find Opportunity" step to find it.
- Name
- Account
  Specify the ID of the account you want to update an opportunity from. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or write

- Tag
- Type
  Trigger on Customers or on My contacts (including those gathered in the background)?
Trigger
Scheduled
Try It
- Account
  Provide the Account ID, not the Name here.
- Type
Trigger
Scheduled
Try It
- WorkflowRequired
  Select the workflow to trigger on.
- Step NumberRequired
  Specify the number of the step to trigger on. This number is listed in front of the workflow step name when editing a workflow in Salesflare. (e.g. "1. Send an email" is step number 1)
- EventRequired
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a user to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Name
- Link to Existing or New Account
  Specify the ID of the account you want to link the opportunity to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it -or- create a new account below.
- Account Name
  Required if you did not link to an existing account using the field above.
- Account Website
  Fill out to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
  Fill out to search contact info automatically.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- WorkflowRequired
  Select the workflow to remove the contact from.
- ContactRequired
  Specify the ID of the contact you want to remove from the workflow. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Met Goal?Required
  Indicate whether the contact is exiting the workflow while meeting the goal or not.
Action
Write
- ContactRequired
  Specify the ID of the contact you want to update. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Name
- Email
  Fill out the email address to search contact info automatically.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Account
  Specify the ID of the account you want to find an opportunity for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or write

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Related categories

CRM (Customer Relationship Management)

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