Call Assist and Salesflare
How to connect Call Assist
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 5 modules available. Set it up ↗
What you can automate
- When lead Updated or Tagged in Call Assist, find or create contact in Salesflare.
About Call Assist
Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.
Call Assist operations on Zapier
Triggers (2)
Start a workflow when this happens
- Call Completed — Triggers when a call has been made to a Lead and the call completes.
- Lead Updated or Tagged — Triggers when a lead has been updated.
Actions (4)
Things Salesflare can make it do
- Create or Update Lead — Creates a new lead if it does not exist. Updates a Lead if it exists.
- Find Lead — Finds an existing Lead
- Make Call to Team or Lead — Calls a Lead and plays your recorded message or a Team connecting the agent to the lead.
- Scheduled Call to Team or Lead — Schedules a Call to a Team or Lead at a specified time.
Call Assist operations on Make
Actions (4)
Things Salesflare can make it do
- Create a Lead — Creates a new lead.
- Get a Lead — Returns information about the selected lead.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Lead — Updates the selected lead.
Searches (1)
Look up existing records
- List Leads — Lists all existing leads.
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