Salesflare Integrations

  • 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

    1. When an opportunity is moved to the "Won" stage in Salesflare
    2. Zapier sends a message to the specified channel in Slack

    Apps involved

    • Salesflare
    • 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

    1. A contact makes a new booking through YouCanBookMe
    2. Zapier adds the person's data to Salesflare as contact

    Apps involved

    • YouCanBookMe
    • Salesflare
  • 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

    1. A new contact is created in Salesflare
    2. Zapier adds that contact to a list in MailChimp

    Apps involved

    • Salesflare
    • 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

    1. A new task is created in Salesflare
    2. Zapier adds that task to your Todoist calendar

    Apps involved

    • Salesflare
    • Todoist
  • 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

    1. A new account is created in Salesflare
    2. Zapier adds a user to the Salesflare account team

    Apps involved

    • Salesflare
    • Salesflare
  • Create a task when an opportunity is won in Salesflare

    Want to set a reminder to send onboarding materials to a recently won opportunity in Salesflare? Let Zapier automatically create a Salesflare task for you when an opportunity has moved to the "Won" stage in Salesflare. Now you'll always remember to take the next step!

    How this Salesflare-Salesflare integration works

    1. An opportunity moves to the "Won" stage in Salesflare
    2. Zapier creates a task in Salesflare

    Apps involved

    • Salesflare
    • Salesflare
  • Create Salesflare accounts from new Typeform submissions

    Want to push potential clients into Salesflare? With this Salesflare-Typeform integration, Zapier will create accounts in Salesflare when new Typeform entries are filled out. Save time, reduce energy, and focus on the important aspects of your business.

    How this Typeform-Salesflare integration works

    1. A new Typeform entry is filled
    2. Zapier creates an account in Salesflare

    Apps involved

    • Typeform
    • Salesflare
  • Create contacts, accounts and meetings in Salesflare from new YouCanBookMe bookings

    Are you tired of manually adding the people that book meetings with you to your CRM? This integration 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

    1. A contact makes a new booking through YouCanBookMe (books a new meeting)
    2. Zapier adds the person's data to Salesflare as contact

    Apps involved

    • YouCanBookMe
    • Salesflare
  • Create QuickBooks invoices when new opportunities are won in Salesflare

    Sick of manually creating invoices in QuickBooks every time an opportunity is won in Salesflare? With this Salesflare-QuickBooks Online integration, Zapier will create an invoice for you in QuickBooks when you move an opportunity to the 'Won' stage in Salesflare. Save time so you can spend it looking for more business!

    How this Salesflare-Quickbooks integration works

    1. An opportunity in Salesflare is won
    2. Zapier creates an invoice in QuickBooks Online

    Apps involved

    • Salesflare
    • QuickBooks Online
  • Create internal notes in Salesflare from new conversations in Intercom

    Do you want to know what your customers and leads are saying in Intercom? Use this integration to keep track of new Intercom conversations with contacts from Salesflare by receiving internal notes in Salesflare account timelines. Store everything in one place, so you don't have to jump between applications!

    How this Intercom-Salesflare integration works

    1. A new conversation is started in Intercom
    2. Zapier creates an internal note in Salesflare

    Apps involved

    • Intercom
    • Salesflare
  • Log a call in Salesflare from a call registered in Toky

    Tired of logging calls manually? Let Zapier log your Toky calls in your Salesflare account timelines for you.

    Note: This Zapier integration doesn't log calls already registered in Toky, only new calls occurring after you've set it up.

    How this Toky-Salesflare integration works

    1. A new call occurs in Toky
    2. Zapier logs a call in an account timeline in Salesflare

    Apps involved

    • Toky
    • Salesflare
  • Create contacts in Salesflare from new Calendly invitees

    Why manually move bookings from Calendly into Salesflare when Zapier can do this for you? With this Calendly-Salesflare integration, contacts will automatically be created in Salesflare when someone schedules a meeting with you in Calendly.

    Note - this Zapier integration doesn't import already booked meetings in Calendly, only new meetings booked after you've set it up.

    How this Calendly-Salesflare integration works

    1. New invitees are created in Calendly
    2. Zapier creates a contact in Salesflare

    Apps involved

    • Calendly
    • Salesflare
  • Create contacts in Salesflare from new Google Contacts

    Tired of managing your contacts across different lists? Let Zapier handle it. With this Google Contacts-Salesflare integration, every time a new contact is created in Google Contacts, it will automatically create a contact in Salesflare.

    Note - this Zapier integration doesn't import already existing Google Contacts, only new contacts created after you've set it up.

    How this Google Contacts-Salesflare integration works

    1. A new contact is created in Google Contacts
    2. Zapier creates a contact in Salesflare

    Apps involved

    • Google Contacts
    • Salesflare
  • Create contacts in Google Contacts from a new contact in Salesflare

    Trying to sync your contacts in Salesflare with Google Contacts? With this Salesflare-Google Contacts integration, Zapier manages your contact lists for you. When a contact is created in Salesflare, it will automatically create a contact in Google Contacts.

    Note - this Zapier integration doesn't import already existing Salesflare contacts into Google Contacts, only new contacts created after you've set it up.

    How this Salesflare-Google Contacts integration works

    1. A new contact is created in Salesflare
    2. Zapier automatically creates a contact in Google Contacts

    Apps involved

    • Salesflare
    • Google Contacts
  • Create Salesflare contacts, accounts, and opportunities from new MailChimp subscribers

    Want to push new leads into Salesflare and create accounts and opportunities with them? With this MailChimp-Salesflare integration, Zapier will create an opportunity in Salesflare for each new MailChimp subscriber. Save yourself the manual data entry!

    How this MailChimp-Salesflare integration works

    1. A new MailChimp subscriber is added
    2. Zapier creates a contact in Salesflare
    3. Zapier creats an account in Salesflare
    4. Zapier creates an opportunity in Salesflare

    Apps involved

    • MailChimp
    • Salesflare
  • Create new contacts in Salesflare from YouCanBook.Me bookings

    Are you tired of manually adding people to your CRM whenever they book a meeting with you? Use this Zapier workflow to take care of this admin work. This integration between YouCanBookMe and Salesflare automatically takes care of this for you. Bye admin work, hello automation!

    How this YouCanBookMe-Salesflare integration works

    1. A contact makes a new booking through YouCanBookMe
    2. Zapier creates a meeting in Salesflare

    Apps involved

    • YouCanBookMe
    • Salesflare
  • Create Salesflare CRM opportunities from new Docsify viewed documents

    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
  • Create Salesflare CRM tasks from new Docsify emails are opened

    Whether it is todos, appointments or obligations... forgotten tasks often cause more work down the road. We all want to stay on top of our tasks and obligations. What we need are good tools and strategies to have a list of what we need to do. Here is the Docsify-Salesflare CRM integration to stop forgetting and get more done. Whenever a new Docsify email opened, Zapier will automatically create a new task in Salesflare CRM.

    How this Docsify-Salesflare CRM integration works

    1. A Docsify link is clicked in a sent email by the recipient
    2. Zapier automatically creates a new task on Salesflare CRM

    Apps involved

    • Docsify
    • Salesflare CRM
  • Subscribe new FullContact contacts to Salesflare

    Keep your contact list updated in all places at once. With this FullContact-Salesflare integration, your Salesflare CRM will automatically update from new contacts in FullContact. Stop wasting time with manual entry!

    How this FullContact-Salesflare integration works

    1. A new contact is created in FullContact
    2. Zapier creates a contact in Salesflare

    Apps involved

    • FullContact
    • Salesflare
  • Create contacts and accounts in Salesflare from FullContact business cards

    In need of an easy way to manage your sales? With this Full-Contact-Salesflare integration, just scan your business cards in FullContact and Zapier will automatically create a new contact and account for you in Salesflare.

    How this FullContact-Salesflare integration works

    1. A business card is transcribed in FullContact
    2. Zapier creates a contact and account in Salesflare

    Apps involved

    • FullContact
    • Salesflare
  • Create new projects in Trello from won opportunities in Salesflare

    Manage your projects in Trello efficiently by creating new cards automatically when a deal is won in Salesflare. Say goodbye to manual transitions between apps!

    How this Salesflare-Trello integration works

    1. An opportunity is won in Salesflare
    2. Zapier creates a card in Trello

    Apps involved

    • Salesflare
    • Trello
  • Create contacts, accounts and opportunities in Salesflare from new FullContact business cards

    Have a pile of business cards filled with potential leads but don't want to manually enter each one into Salesflare? With this FullContact and Salesflare integration, just scan your business cards and Zapier will automatically create contacts, accounts and opportunities in Salesflare for you.

    How this FullContact-Salesflare integration works

    1. A business card is transcribed in FullContact.
    2. Zapier creates a contact, account and opportunity in Salesflare.

    Apps involved

    • FullContact
    • Salesflare
  • Add new Salesflare contacts to an AWeber list

    Your team has better things to do than manually transfer leads from one app to another. Use this automation to update your email marketing list whenever new contacts are added to Salesflare. This Zapier integration will create a new AWeber subscriber whenever a contact is added to Salesflare.

    How it works

    1. A new subscriber is created in Salesflare.
    2. Zapier creates a new AWeber subscriber based on the data provided for the contact.

    What you need

    • Salesflare account
    • AWeber account
  • Create WebMerge documents for new opportunities in Salesflare

    Need a way to automatically create contracts, quotes, letters and other documents when you add new opportunities in your CRM so that your sales team can focus on their core tasks? Set up this Salesflare-WebMerge integration so that each time a Salesflare opportunity is created, Zapier will use information from that opportunity to complete a WebMerge template.

    How this Salesflare-WebMerge integration works

    1. There is a new opportunity in Salesflare
    2. Zapier sends data to a WebMerge document

    Apps involved

    • Salesflare
    • WebMerge
  • Create Salesflare contacts from new Autoklose email replies

    When a lead replies to your email, you'll want to log it in your CRM, but manually uploading leads one by one can be a real pain! Use this integration to automatically add replies from your Autoklose emails to your Salesflare account. Save more time for actually replying to your leads!

    How this Autoklose-Salesflare integration works

    1. Autoklose campaign recipient has replied to any email in your campaign sequence
    2. Zapier adds the contact to Salesflare

    Apps involved

    • Autoklose
    • Salesflare

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Salesflare Integration Details

Launched on Zapier July 15, 2016

Zapier combines Triggers (like "New Opportunity") and Actions (like "Create Contact") 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:

Create Contact

Creates a new contact.

Create Opportunity

Creates a new opportunity.

Create Account

Creates a new account.

Add User to Account

Add a user to an account.

Add Contact to Account

Add a contact to an account.

Create Task

Creates a new task.

Create Internal Note

Creates a new internal note.

Create Meeting

Creates a new meeting.

Create Call

Creates a new call.

Find Contact

Find a contact.

Find Account

Find an account.

Find Opportunity

Find an opportunity.

Find Pipeline Stage

Find a pipeline stage.

Find Person

Find a person.

Find User

Find a user.

New Opportunity

Triggers when a new opportunity has arrived.

New Contact

Triggers when a new contact is added.

New Account

Triggers when a new account has been added.

New Task

Triggers when a new task is added.

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