Agency Elephant and Salesflare

How to connect Agency Elephant

When new Lead Added to Group in Agency Elephant, find or create contact in Salesflare.

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

Start a workflow when this happens

Lead Copied or Moved — Triggers when a Lead is copied or moved to Group.
New Group — Triggers when a new Group is created.
New Lead Added to Group — Triggers when a new Lead is added to a Group.
Pipeline Status Added or Removed From Lead — Triggers when a Pipeline Status is added or removed from a Lead.
Tag Added or Removed From Lead — Triggers when a Tag is added or removed from a Lead.

Things Salesflare can make it do

Add/Remove Pipeline Status From Lead — Add or remove a pipeline status from Lead
Add/Remove Tag From Lead — Add or remove a tag from Lead
Copy/Move Lead — Copy or move a Lead to group
Create or Update Lead — Create a new lead, or updates an existing lead.

Look up existing records

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