Salesflare
Add team members 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!
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!
- When this happens...
New AccountTriggers when a new account has been added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Add User to Account
Add a user to an account.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Owner
Assignee
Stage
Tag
Min Value
Max Value
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
First Name
Last Name
Tag
Picture
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
BodyRequired
Note Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Account
Reminder Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Name
Website
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Name
Account
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Email
Phone Number
Account
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Domain
Tag
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
WorkflowRequired
Step NumberRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Link to Existing or New Account
Account Name
Account Website
Contact Name
Contact Email
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
ContactRequired
Met Goal?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Name
Email
First Name
Last Name
Tag
Picture
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Domain
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Account
ActionThis is an event a Zap performs.SearchFind existing data in your appStage
Pipeline Name
Stage Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
Phone Number
Account
Tag
First Name
Last Name
Tag
Picture
Birthdate
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesflare
Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.
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