Sophiie and Salesflare

How to connect Sophiie

When lead Status Changed in Sophiie, find or create contact in Salesflare.
When new Appointment Created in Sophiie, create meeting, then create call in Salesflare.
When new Lead Created in Sophiie, find or create contact in Salesflare.

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

Start a workflow when this happens

Appointment Status Changed — Triggers when the status of an appointment has been changed.
Lead Status Changed — Triggers when the status of a lead has been changed.
New Appointment Created — Triggers when a new appointment is created.
New Inquiry Created — Triggers when a new inquiry is created.
New Lead Created — Triggers when a new lead is created.

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