Salesflare and Salesflare
The CRM your team will love to use.
How to connect Salesflare
- Via Zapier — 28 operations available. Set it up ↗
- Via Make — 35 modules available. Set it up ↗
About Salesflare
Try Salesflare, the #1 simple CRM for small businesses selling B2B. Integrate with Google & Outlook. Be fully mobile. Automate your CRM from existing data.
Salesflare operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Account — Triggers when a new account has been added.
- New Contact — Triggers when a new contact is added.
- New Opportunity — Triggers when a new opportunity has arrived.
- New Task — Triggers when a new task is added.
- New Workflow Event — Triggers when an event happens to your workflow.
Show 1 more triggers
- New Workflow Step Event — Triggers when an event happens to your workflow step.
Actions (15)
Things Salesflare can make it do
- Add Contact to Account — Add a contact to an account.
- Add User to Account — Add a user to an account.
- Create Account — Creates a new account.
- Create Call — Creates a new call.
- Create Contact — Creates a new contact.
Show 10 more actions
- Create Internal Note — Creates a new internal note.
- Create Meeting — Creates a new meeting.
- Create Opportunity — Creates a new opportunity.
- Create Task — Creates a new task.
- Find or Create Account — Find or Create Account
- Find or Create Contact — Find or Create Contact
- Remove Contact From Workflow — Remove a contact from a certain workflow
- Update Account — Update an existing account.
- Update Contact — Updates an existing contact.
- Update Opportunity — Update an existing opportunity.
Searches (7)
Look up existing records
- Find Account — Find an account.
- Find Contact — Find a contact.
- Find Opportunity — Find an opportunity.
- Find Person — Find a person.
- Find Pipeline Stage — Find a pipeline stage.
Show 2 more searches
- Find User — Find a user.
- Find Workflow — Finds a Workflow
Salesflare operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Accounts — Triggers when a new account has been added.
- Watch Contacts — Triggers when a new contact is added.
- Watch Opportunities — Triggers when a new opportunity has arrived.
- Watch Tasks — Triggers when a new task is added.
Actions (23)
Things Salesflare can make it do
- Add a Contact to an Account — Adds a contact to an account.
- Add a User to an Account — Adds a user to an account.
- Create a Call — Creates a new call.
- Create a Contact — Creates a new contact.
- Create a Meeting — Creates a new meeting.
Show 18 more actions
- Create a Task — Creates a new task.
- Create an Account — Creates a new account.
- Create an Internal Note — Creates a new internal note.
- Create an Opportunity — Creates a new opportunity.
- Delete a Contact — Deletes a contact.
- Delete a Task — Deletes a task.
- Delete an Account — Deletes an account.
- Delete an Opportunity — Deletes an opportunity.
- Get a Contact — Gets information about a contact.
- Get a Person — Gets information about a person.
- Get a Stage — Gets information about a stage.
- Get an Account — Gets information about an account.
- Get an Opportunity — Gets information about an opportunity.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Contact — Updates an existing contact.
- Update a Task — Updates an existing task.
- Update an Account — Updates an existing sccount.
- Update an Opportunity — Updates an existing opportunity.
Searches (8)
Look up existing records
- List Accounts — Retrieves a list of accounts.
- List Contacts — Retrieves a list of contacts.
- List Custom Fields — Retrieves a list of account/contact/opportunity custom fields.
- List Internal Notes — Retrieves a list of messages from an account.
- List Opportunities — Retrieves a list of opportunities.
Show 3 more searches
- List Persons — Retrieves a list of persons.
- List Pipeline Stages — Retrieves a list of stages with pipeline.
- List Tasks — Retrieves a list of tasks.
Screenshots
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