New Integration: Use Salesflare's Easy-to-use CRM to Automate Your Sales

Maintaining relationships with your customers takes time and energy—managing your CRM shouldn’t.

Salesflare is an easy-to-use and automated CRM designed for startups. With features that automatically grab customer data from email signatures and social media profiles, you’ll never have to spend valuable time scouring LinkedIn again. Plus, Salesflare connects to your calendar and mobile phone to automatically log meetings and calls for you, without any extra work. And with their intelligent task suggestions, you’ll always know right away what customer needs following up with.

Salesflare now integrates with over 1,000 apps via Zapier, so you can connect all of your favorite apps to your CRM to further automate your customer outreach and management.

How Salesflare Works with Zapier

Triggers

• New Opportunity: Triggers when a new opportunity has arrived.
• New Contact: Triggers when a new contact is added.
• New Task: Triggers when a new task is added.
• New Account: Triggers when a new account has been added.

Searches

• Find Pipeline Stage: Find a pipeline stage.
• Find Person: Find a person.
• Find Contact: Find a contact. Optionally, create one if none are found.
• Find User: Find a user.
• Find Account: Find an account. Optionally, create one if none are found.
• Find Opportunity: Find an opportunity.

Actions

• Create Contact: Creates a new contact.
• Add User to Account: Add a user to an account.
• Add Contact to Account: Add a contact to an account.
• Create Opportunity: Creates a new opportunity.
• 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.
• Create Account: Creates a new account.

Automation Inspiration

Get started with these sample Zaps:

Create Contacts in Salesflare

Follow-up with Won Opportunities

How To Automate Salesflare with Zapier

1. Sign up for a Salesflare account, and make sure you have a Zapier account

2. Try some pre-made Salesflare integrations and learn more about how Salesflare works with Zapier

3. Check out our Salesflare help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Salesflare and Zapier

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