RevDesk and Salesflare

How to connect RevDesk

When new Contact in RevDesk, find or create contact in Salesflare.
When new Appointment in RevDesk, create meeting, then create call in Salesflare.

RevDesk is a revenue growth engine. Voice agents generate and capture leads, then qualify with objection handling to convert customers at scale.

Start a workflow when this happens

Call Completed — Triggers when a phone call ends, including the full transcript and summary.
New Appointment — Triggers when an appointment is booked.
New Call — Triggers when a new incoming call is received.
New Contact — Triggers when a new contact is added.
New SMS Received — Triggers when a new SMS is received.

Show 1 more triggers

Workflow Completed — Triggers when a contact completes all steps in a follow-up workflow.

Things Salesflare can make it do

Create Contact — Creates a new contact.
Forward Email Reply — Forwards an email reply to RevDesk to trigger an AI phone call.
Make AI Phone Call — Makes an outbound AI phone call to a contact.
Send SMS — Sends a text message to a phone number.
Start Workflow — Enrolls a contact into a follow-up workflow to start automated outreach.

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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.