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Docsify + Salesflare

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.

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.

  1. When this happens...
    DocsifyDocsify
    New Email Opened

    Trigger when the email was opened.

    TriggerInstant
  2. automatically do this...
    SalesflareSalesflare
    Create Contact

    Creates a new contact.

    ActionWrite
  3. then do this!
    SalesflareSalesflare
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Owner

    • Assignee

    • Stage

    • Tag

    • Min Value

    • Max Value

    Trigger
    Scheduled
    Try It
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docsify logo

About Docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

Related categories

  • Email
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salesflare logo

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.
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