SIGNL and Salesflare
How to connect SIGNL
- Via Zapier — 24 operations available. Set it up ↗
What you can automate
- When new Booking in SIGNL, create meeting, then create call in Salesflare.
- When new Form Submission in SIGNL, find or create contact in Salesflare.
- When new Deal in SIGNL, create opportunity in Salesflare.
- When new Lead in SIGNL, find or create contact in Salesflare.
- When new Task in SIGNL, create task in Salesflare.
- When payment Received in SIGNL, create opportunity, then find or create contact in Salesflare.
About SIGNL
SIGNL is a platform for info business operators: leads, calls, bookings and revenue tracked and run from one place.
SIGNL operations on Zapier
Triggers (10)
Start a workflow when this happens
- Call Outcome Logged — Triggers when a call outcome is logged or changed.
- Call Won — Triggers when a call is marked won.
- Deal Stage Changed — Triggers when a deal moves to a new stage. Checks every few minutes.
- New Booking — Triggers when a call is booked through a booking page.
- New Deal — Triggers when a deal is created.
Show 5 more triggers
- New Form Submission — Triggers when a form is submitted.
- New Lead — Triggers when a new lead is identified.
- New Payment — Triggers when a payment or refund is recorded. Checks every few minutes.
- New Task — Triggers when a task is created.
- Payment Received — Triggers when a payment is received.
Actions (11)
Things Salesflare can make it do
- Add Note to Lead — Adds a note to a lead's timeline.
- Create Call — Creates a record of a booked call.
- Create Deal — Creates a deal in a pipeline.
- Create Lead — Creates a lead, or returns the existing lead with the same email or phone.
- Create SOP — Creates a standard operating procedure.
Show 6 more actions
- Create Task — Creates a task, optionally linked to a lead.
- Create Tracked Link — Creates a short link with UTM parameters.
- Update Call — Updates a call's outcome, status, value or notes.
- Update Deal — Updates a deal's stage, status or value.
- Update Lead — Updates a lead's details, tags or intent score.
- Update Task — Updates or completes a task.
Searches (3)
Look up existing records
- Find Deal — Finds a deal by status or pipeline.
- Find Lead — Finds a lead by email, phone, name, tag or intent score.
- Find Pipeline Stage — Finds a pipeline stage by pipeline name.
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