Agency Elephant and Salesflare

How to connect Agency Elephant

What you can automate

  • When new Lead Added to Group in Agency Elephant, find or create contact in Salesflare.
  • When new Opportunity in Salesflare, add/Remove Pipeline Status From Lead in Agency Elephant.

About Agency Elephant

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

Agency Elephant operations on Zapier

Triggers (5)

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.

Actions (4)

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.

Searches (1)

Look up existing records

  • Find Lead — Finds a lead by keywords like- name, email, phone, city, etc

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