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Easily track contacts with Salesflare

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2 min read

Easily track contacts with Salesflare

By Ellie Huizenga · October 13, 2021
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Gone are the days of maintaining physical address books. Good riddance. Because let's face it: jotting down important contact details and keeping those scribbled, scratched-out pages up to date was more than a little tedious. 

Fortunately, the address book has moved into the digital age. Instead of updating contacts manually, you can use Salesflare, a customer relationship management (CRM) platform, to help you easily track contact info, lead status, and sales opportunities. 

However, making sure all those contacts immediately get added to your Salesflare account can still be time-consuming if you're not taking advantage of automation. Plus, new contacts might get missed altogether when things get busy, which means you missed a potential sale.

You can set up a simple Zap (our word for automated workflows) that automatically creates a new contact in Salesflare whenever someone fills out a form on your website or books a call with you. 

The challenge: Keeping track of new leads and their contact information is critical if you want to maintain a smooth lead lifecycle. Often, when things get busy, you might forget to add contacts (who submit their details through a form) to your CRM. It would be much easier if new leads got automatically added to your CRM, so it's always up to date, and you don't have to worry about any contacts slipping through the cracks. 

The solution: Save yourself time and minimize mistakes by automatically creating a new contact in Salesflare when a new YouCanBook.me meeting is scheduled. That way, you can focus on being prepared for your meeting, instead of wasting time with busywork. 

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Ready to try it for yourself? To get started with a Zap template—our pre-made workflows—just click on it, and we'll guide you through the set-up process. It only takes a few minutes.

Zap difficulty: Beginner

Top tip: To help keep track of your to-do items, add a step to your Zap that automatically creates a task in Salesflare to prep for your meeting when a new contact is created. 

This is just the start of all that you can do with Salesflare and Zapier. Zapier supports thousands of apps so that you can automate almost any task at work. Start building your Zap now, and see what you can create. 

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

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Ellie Huizenga

Ellie Huizenga is a content specialist at Zapier based in Phoenix, AZ. When she's not working, you'll find her in the mountains either downhill skiing or on a new hike.

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