Refiner and Salesflare

How to connect Refiner

What you can automate

  • When new Completed Survey in Refiner, create a contact in Salesflare.

About Refiner

Refiner is a customer survey tool for data driven SaaS teams.

Refiner operations on Zapier

Triggers (2)

Start a workflow when this happens

  • User Completes Survey — Triggers when a user completes a survey. The trigger includes response data from the last survey submission, as well as other user data we have on record.
  • User Enters Segment — Triggers when a user enters a segment in Refiner. The trigger contains all user data we have on record, including previous survey responses

Actions (2)

Things Salesflare can make it do

  • Identify User — Creates a new user in Refiner or updates an already existing user.
  • Track Event — Track events and purchase intent signals performed by your users

Refiner operations on Make

Triggers (2)

Start a workflow when this happens

  • Watch Completed Survey — Triggers when a survey is completed.
  • Watch User Entered Segment — Triggers when a user has entered the segment.

Actions (3)

Things Salesflare can make it do

  • Identify a User — Creates a new user in Refiner or updates an already existing user.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Track an Event — Tracks event performed by users.

Searches (1)

Look up existing records

  • List Contacts — Lists all contacts.

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