MyPreferences 3.0 and Salesflare
How to connect MyPreferences 3.0
- Via Make — 17 modules available. Set it up ↗
What you can automate
- When new contacts in MyPreferences 3.0, create a contact in Salesflare.
MyPreferences 3.0 operations on Make
Triggers (8)
Start a workflow when this happens
- Watch consents — Triggers when a consent is created, updated or archived
- Watch contacts — Triggers when a contact element, email address, phone number, mailing address, customer type, and alternate id gets created, updated, or archived
- Watch custom fields — Triggers when a custom field gets added, updated, or deleted.
- Watch groups — Triggers when a group is added, updated, or deleted.
- Watch preferences — Triggers when a preference is created, updated or archived
Show 3 more triggers
- Watch profiles — Triggers when a profile is created or updated
- Watch standard profile fields — Triggers when an standard profile field is updated.
- Watch tags — Triggers when a tag is added or deleted for a profile.
Actions (8)
Things Salesflare can make it do
- Create a Profile — Submits a user’s profile, preference, and consent information to create a unique profile record. The response will include a system generated profileId that can be used to retrieve or edit the profile later.
- Initiate a Segment Export — Initiates a segment export specifying a segment name.
- Make an API call — Performs an abitrary authorized API call.
- Make an integration API call — Performs an arbitrary authorized API call.
- Retrieve a Profile — Return a single user profile.
Show 3 more actions
- Retrieve segment export data - Not paginated — Retrieves data from an segment export and requires implementing pagination on the scenario. Allows handling of results with more than 3,200 profiles.
- Retrieve segment export status — Returns the status of a segment export.
- Update a profile — Updates a profile. Utilizes a known profileId or an alternateId. Affects only included data elements.
Searches (1)
Look up existing records
- Retrieve segment export data — Retrieves segment export data. This module is limited to results of up to 3,200 profiles.
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free