JeffreyAI and Salesflare
How to connect JeffreyAI
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Opportunity in Salesflare, add Opportunity in JeffreyAI.
About JeffreyAI
JeffreyAI is a smart engagement platform that assists you in lead management and proactively works with your sales people to close your next deal.
JeffreyAI operations on Zapier
Triggers (3)
Start a workflow when this happens
- Get Contacts — Triggers when a new contact is added to JeffreyAI.
- Get Opportunity — Triggers when a new opportunity is added to JeffreyAI.
- Get Organisations — Triggers when a new organisation is added to JeffreyAI.
Actions (4)
Things Salesflare can make it do
- Add Contact — Add a contact (with the option of also adding a group) in JeffreyAI
- Add Opportunity — Add an opportunity in JeffreyAI
- Edit Contact — Edit a contact in JeffreyAI
- Edit Opportunity — Edit an opportunity in JeffreyAI
Searches (2)
Look up existing records
- Find Contact — Finds a JeffreyAI contact.
- Find Opportunity — Find JeffreyAI opportunity.
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