Salesloft and Salesflare
How to connect Salesloft
- Via Zapier — 14 operations available. Set it up ↗
- Via Make — 7 modules available. Set it up ↗
What you can automate
- When meeting Created or Updated in Salesloft, create meeting, then create call in Salesflare.
About Salesloft
Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.
Salesloft operations on Zapier
Triggers (9)
Start a workflow when this happens
- Account Created, Updated or Deleted — Triggers when an event occurs for a Account. Supports created, updated and deleted Account events.
- Cadence Created, Updated or Deleted — Triggers when an event occurs for a Cadence. Supports created, updated and deleted Cadence events.
- Call Created or Updated — Triggers when an event occurs for a Call. Supports created and updated Call events.
- Meeting Created or Updated — Triggers when an event occurs for a Meeting. Supports created and updated Meeting events.
- Note Created, Updated or Deleted — Triggers when an event occurs for a Note. Supports created, updated and deleted Note events.
Show 4 more triggers
- Person Created, Updated or Deleted — Triggers when an event occurs for a person. Supports created, updated and deleted person events.
- Step Created, Created/Updated or Deleted — Triggers when an event occurs for a Step. Supports created, created or updated, and deleted Step events.
- Task Created, Completed or Deleted — Triggers when an event occurs for a task. Supports created, completed and deleted task events.
- User Created or Updated — Triggers when an event occurs for a user. Supports created and updated user events.
Actions (3)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Person — Creates a new person.
- Find or Create Person — Finds or Creates A Person
Searches (2)
Look up existing records
- Find Person — Finds an existing person.
- Find User — Finds an existing user in your team.
Salesloft operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Records — Triggers when a new event occurs.
Actions (5)
Things Salesflare can make it do
- Create a Record — Creates a new record.
- Delete a Record — Deletes a record.
- Get a Record — Retrieves a record.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Record — Updates a record.
Searches (1)
Look up existing records
- Search Records — Retrieves a list of records, filtered.
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