SlapFive and Salesflare

How to connect SlapFive

When new or Changed Request Fulfillment Member in SlapFive, find or create contact in Salesflare.
When new or Changed Company in SlapFive, find or create account in Salesflare.
When new or Changed Member in SlapFive, find or create contact in Salesflare.
When new Account in Salesflare, create or Update Company in SlapFive.

SlapFive is a Customer Marketing and Advocacy Software platform for mobilizing customers and their voice to drive strategic growth initiatives.

Start a workflow when this happens

New Content Share — Triggers when SlapFive customer content is shared from a Salesforce Opportunity.
New Content View — Triggers when SlapFive customer content that was shared from a Salesforce Opportunity is viewed by the recipient.
New or Changed Activity — Triggers when an Activity is created or updated in SlapFive.
New or Changed Board — Triggers when a Board is created or updated in SlapFive.
New or Changed Company — Triggers when a Company is created or updated in SlapFive.

Show 6 more triggers

New or Changed Member — Triggers when a Member is created or updated in SlapFive.
New or Changed Record — Triggers when a new record is created or an existing record is changed for the specified Object.
New or Changed Request — Triggers when a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
New or Changed Request Fulfillment Board — Triggers when a Fulfillment Board on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
New or Changed Request Fulfillment Member — Triggers when a Fulfillment Member on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
New or Changed Story — Triggers when a Story is created or updated in SlapFive.

Things Salesflare can make it do

Create Activity — Create an Activity in SlapFive from data provided by another app such as a spreadsheet or Salesforce.
Create Request — Creates a Request in SlapFive from data provided by another app such as a spreadsheet or form.
Create Story — Creates a Story
Create or Update Company — Create or update a Member Company in SlapFive from data provided by another app such as a form builder.
Create or Update Member — Create or update a Member and Company in SlapFive from data provided by another app such as a form builder.

Show 1 more actions

Update Board Custom Fields — This Action updates the Custom Fields on a Board for use cases like capturing an external system's asset ID after a Board was posted to that system.