Salesflare Salesflare Integrations

Spiro and Salesflare

CRM (Customer Relationship Management) spirohq.com ↗

How to connect Spiro

What you can automate

  • When updated Company in Spiro, find or create account in Salesflare.
  • When updated Contact in Spiro, find or create contact in Salesflare.
  • When new Company in Spiro, find or create account in Salesflare.
  • When new Contact in Spiro, find or create contact in Salesflare.
  • When new Opportunity in Spiro, create opportunity in Salesflare.
  • When new Reminder in Spiro, create task in Salesflare.

About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

Spiro operations on Zapier

Triggers (21)

Start a workflow when this happens

  • Company Update Related Entity List — Triggers when a company is updated and pulls records for a custom entity associated to the company (with line items support).
  • Contact Update Related Entity List — Triggers when a contact is updated and pulls records for a custom entity associated to the contact (with line items support).
  • New Activity — Triggers when new Activity is created. Note that it would not trigger for new Notes, Emails, Events, SMS or Attachments
  • New Company — Triggers when new company created.
  • New Contact — Triggers when new contact is created.
Show 16 more triggers
  • New Custom Entity — Triggers when new custom entity created.
  • New Opportunity — Triggers when new opportunity created.
  • New Reminder — Triggers when new reminder is created.
  • New Ticket — Triggers when new ticket created.
  • New User — Triggers when new user created.
  • Opportunity Sales Stage Change — Triggers when opportunity sales stage changes.
  • Opportunity Update Related Entity List — Triggers when an opportunity is updated and pulls records for a custom entity associated to the opportunity (with line items support).
  • Opportunity Won — Triggers when opportunity closed won.
  • Updated Company — Triggers when company updated.
  • Updated Contact — Triggers when a contact is updated on your selected fields.
  • Updated Custom Entity — Triggers when custom entity updated.
  • Updated Opportunity — Triggers when an opportunity is updated.
  • Updated Quote — Triggers when a quote is updated on your selected fields.
  • Updated Sales Order Summary — Triggers when a sales order summary is updated on your selected fields.
  • Updated Ticket — Triggers when a ticket is updated on your selected fields.
  • Updated User — Triggers when user updated.

Actions (31)

Things Salesflare can make it do

  • Clone Opportunity — Clones opportunity.
  • Create Company — Creates a new company.
  • Create Contact — Creates a new contact.
  • Create Interaction — Creates interaction for contact.
  • Create List Entity Record (Under Company) — Creates a new list entity record (under company).
Show 26 more actions
  • Create List Entity Record (Under Contact) — Creates a new list entity record (under contact).
  • Create List Entity Record (Under Opportunity) — Creates a new list entity record (under opportunity).
  • Create List Entity Record (Under Ticket) — Creates a new list entity record (under ticket)
  • Create Opportunity (Company) — Creates a new company opportunity.
  • Create Opportunity (Contact) — Creates new opportunity from a contact.
  • Create Record for Independent Custom Entity — Creates a new list entity record.
  • Create Reminder — Creates reminder for contact.
  • Create Reminder (For Company) — Creates reminder for company.
  • Create Reminder (For Opportunity) — Creates reminder for opportunity.
  • Create Ticket — Creates ticket for the contact.
  • Find or Create Company — Find or Create Company
  • Find or Create Contact — Find or Create Contact
  • Find or Create Opportunity — Find or Create Opportunity
  • Find or Create Ticket — Find or Create Ticket
  • Push Notification — Pushes a notification to Spiro. This feature has to be enabled by Spiro Admin.
  • Start UI Fields Refresh — Sends notification to blur selected fields in UI.
  • Update Company — Updates company.
  • Update Contact — Updates contact.
  • Update List Entity Record — Updates list entity record.
  • Update Opportunity — Updates opportunity.
  • Update Quote — Updates quote.
  • Update Reminder — Updates reminder.
  • Update Sales Order Summary — Updates Sales Order Summary for an account.
  • Update Section Entity Record — Updates section entity record.
  • Update Ticket — Updates ticket.
  • Update User — Updates user. Only admins are allowed to use this action.

Searches (13)

Look up existing records

  • Find Company — Find Company by a field and value you choose.
  • Find Company Related Entities — Find company and return all custom objects for that company.
  • Find Company Related Opportunities — Find company related opportunities
  • Find Contact Recent Interactions — Finds contact recent interactions
  • Find Contact Related Entities — Find contact and return all custom objects for that contact.
Show 8 more searches
  • Find Many Rows in List Entities — Finds many matched entities (20 max.) With Line Items Support.
  • Find Opportunity — Find Opportunity by a field and value you choose.
  • Find Opportunity Related Entities — Find opportunity and return all custom objects for that opportunity.
  • Find User — Find User by a field and value you choose.
  • Find a Contact — Find a Contact by a field and value you choose.
  • Find a Quote — Find a Quote by a field and value you choose.
  • Find a Ticket — Find a Ticket by a field and value you choose.
  • Lookup Row in List Entities — Lookup Row in List Entities.

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