Salesboard and Salesflare
How to connect Salesboard
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When appointment Created in Salesboard, create meeting, then create call in Salesflare.
About Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
Salesboard operations on Zapier
Triggers (3)
Start a workflow when this happens
- Appointment Created — Triggers when a appointment is created.
- Document Received — Triggers when a document is successfully received at Salesboard servers.
- Result Code Updated — Triggers when a result code has changed.
Actions (1)
Things Salesflare can make it do
- Write a Audience Record — Write a Audience Record.
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