Simply Stakeholders and Salesflare

How to connect Simply Stakeholders

What you can automate

  • When new Contact Group in Simply Stakeholders, find or create contact in Salesflare.
  • When new Task in Simply Stakeholders, create task in Salesflare.
  • When new Task in Salesflare, create Task in Simply Stakeholders.

About Simply Stakeholders

Simply Stakeholders is a simple and easy to use Stakeholder Management tool to manage your stakeholders and your interactions with them.

Simply Stakeholders operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Contact Group — Triggers when a new contact group is added.
  • New Interaction — Triggers when a new interaction is added.
  • New Stakeholder — Triggers when a new stakeholder is added.
  • New Task — Triggers when a new task is added.

Actions (9)

Things Salesflare can make it do

  • Add Stakeholder to Contact Group — Adds a stakeholder to a contact group.
  • Create Individual Stakeholder — Creates a new individual stakeholder.
  • Create Interaction — Creates a new interaction.
  • Create Task — Create a new task.
  • Find or Create Interaction — Finds an existing interaction by keyword.
Show 4 more actions
  • Find or Create Stakeholder — Finds an existing stakeholder by name.
  • Find or Create Task — Finds an existing task by keyword.
  • Inactivate a Stakeholder — Marks a stakeholder as inactive.
  • Unsubscribe a Stakeholder — Marks a stakeholder as unsubscribed.

Searches (3)

Look up existing records

  • Find Interaction — Finds an existing interaction by keyword.
  • Find Stakeholder — Finds an existing stakeholder by name.
  • Find Task — Finds an existing task by keyword.

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