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Send channel messages in Slack for new won opportunities in Salesflare
Do you wish you'd get updated on your team's wins in Slack? Once you've set up this Salesflare-Slack integration, Zapier will send these updates for you automatically. Now all your team will know how awesome you're doing!
How this Salesflare-Slack integration works
- When an opportunity is moved to the "Won" stage in Salesflare
- Zapier sends a message to the specified channel in Slack
Add new YouCanBookMe bookings to Salesflare contacts
Are you tired of manually adding the people that book meetings with you to your CRM? This zap between YouCanBookMe and Salesflare automatically takes care of this for you. Bye admin work, hello automation!
Note: If you've already set up a calendar integration with the same calendar, this integration is redundant, as Salesflare automatically creates contacts for people you meet with.
How this YouCanBookMe-Salesflare integration works
- A contact makes a new booking through YouCanBookMe
- Zapier adds the person's data to Salesflare as contact
Add new Salesflare contacts to a MailChimp list
Instead of adding the same contact to multiple lists, let Zapier manage your lists for you. Once you create a new contact in Salesflare, Zapier will add that contact to your MailChimp subscriber list. Never worry about manually copying and pasting again!
How this Salesflare-MailChimp integration works
- A new contact is created in Salesflare
- Zapier adds that contact to a list in MailChimp
Add new Salesflare tasks to Todoist as tasks
Rather than updating your calendar every time a new task comes up, let Zapier manage your to-do lists for you. With this Salesflare-Todoist integration, tasks will automatically appear in Todoist whenever a manual or auto-suggested task is created in Salesflare. Keep track of tasks easily and effieciently!
How this Salesflare-Todoist integration works
- A new task is created in Salesflare
- Zapier adds that task to your Todoist calendar
Add a team member to all accounts in Salesflare
Rather than having a team member manually add themselves to all accounts in Salesflare, let Zapier set up your account teams for you. Once you set this up, Zapier will automatically add a user to all accounts in Salesflare, when a new account is created in Salesflare. Minimize the busy work!
How this Salesflare-Salesflare integration works
- A new account is created in Salesflare
- Zapier adds a user to the Salesflare account team
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Launched on Zapier January 22, 2018
Zapier combines Triggers (like "New Account") and Actions (like "Create Account") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Salesflare Triggers, Searches, and Actions are supported by Zapier:
Creates a new account.
Creates a new contact.
Creates a new opportunity.
Add a contact to an account.
Add a user to an account.
Creates a new call.
Creates a new meeting.
Creates a new internal note.
Creates a new task.
Find an account.
Find a contact.
Find an opportunity.
Find a person.
Find a pipeline stage.
Find a user.
Triggers when a new account has been added.
Triggers when a new contact is added.
Triggers when a new opportunity has arrived.
Triggers when a new task is added.