RevDesk and Salesflare

How to connect RevDesk

What you can automate

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

About RevDesk

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

RevDesk operations on Zapier

Triggers (6)

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.

Actions (5)

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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