Coffee and Salesflare
How to connect Coffee
- Via Zapier — 23 operations available. Set it up ↗
What you can automate
- When company Added to List in Coffee, find or create account in Salesflare.
- When company Created in Coffee, find or create account in Salesflare.
- When company Updated in Coffee, find or create account in Salesflare.
- When deal Added to List in Coffee, create opportunity in Salesflare.
- When deal Created in Coffee, create opportunity in Salesflare.
- When person Created in Coffee, find or create contact in Salesflare.
About Coffee
Coffee is an AI-first CRM (or CRM companion) that automates contact creation, data enrichment, meeting prep and follow-up.
Coffee operations on Zapier
Triggers (12)
Start a workflow when this happens
- Company Added to List — Triggers when a company is added to list.
- Company Created — Triggers when a new company is created.
- Company Deleted — Triggers when a company is deleted.
- Company Updated — Triggers when a company is updated.
- Deal Added to List — Triggers when a deal is added to list.
Show 7 more triggers
- Deal Created — Triggers when a new deal is created.
- Deal Deleted — Triggers when a deal is deleted.
- Deal Updated — Triggers when a deal is updated.
- Person Added to List — Triggers when a person is added to list.
- Person Created — Triggers when a new people is created.
- Person Deleted — Triggers when a people is deleted.
- Person Updated — Triggers when a person is updated.
Actions (11)
Things Salesflare can make it do
- Add Person to List — Adding person to list.
- Create Company Note — Creates a note for a company.
- Create Company Task — Creates a task for a company.
- Create Deal Note — Creates a note for a deal.
- Create Deal Task — Creates a task for a deal.
Show 6 more actions
- Create Person Note — Creates a note for a person.
- Create Person Task — Creates a task for a person.
- Create Transcript (External Recording) — Ingest a call transcript from Gong, Fathom, tl;dv or other recording tools. Triggers AI processing to generate summaries, follow-up emails, and task suggestions.
- Create or Update Company — Creates or updates a company in a system based on domain.
- Create or Update Deal — Creates or updates a deal in a system based on deal name.
- Create or Update Person — Creates or updates a person in a system based on email.
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