Superagent and Salesflare

How to connect Superagent

What you can automate

  • When new No-Sale Follow-Up in Superagent, create opportunity, then find or create contact in Salesflare.
  • When new Sale in Superagent, create opportunity, then find or create contact in Salesflare.
  • When new Call Task in Superagent, create task in Salesflare.
  • When new Lead in Superagent, find or create contact in Salesflare.
  • When updated Lead in Superagent, find or create contact in Salesflare.

About Superagent

Superagent is a collaboration tool to organize customers and keep them on track.

Superagent operations on Zapier

Triggers (10)

Start a workflow when this happens

  • New Call — Triggers when a call ends.
  • New Call Structured Data — Triggers when structured data has been collected from a call.
  • New Call Summary — Triggers when a call summary is available.
  • New Call Task — Triggers when a task is created from a call.
  • New Lead — Triggers when a new lead is created.
Show 5 more triggers
  • New No-Sale Follow-Up — Triggers when a follow-up is recommended after a no-sale call.
  • New Objection — Triggers when an objection is detected during a call.
  • New Sale — Triggers when a sale is recorded from a call.
  • New Sequence Enrollment — Triggers when a lead is enrolled in a sequence (campaign).
  • Updated Lead — Triggers when a lead is updated.

Actions (11)

Things Salesflare can make it do

  • Add Lead to Sequence — Adds a lead to a sequence.
  • Assign Agent Task — Assigns an agent task to a user.
  • Create Agent Task — Creates an agent task.
  • Create Lead — Creates a new lead with contact details.
  • Create Outbound Call — Creates an outbound call to a lead.
Show 6 more actions
  • Move Lead to Another Sequence — Moves a lead to a different sequence.
  • Pause Lead in Sequence — Pauses a lead in its current sequence.
  • Remove Lead From Sequence — Removes a lead from its sequence.
  • Resume Lead in Sequence — Resumes a paused lead in its sequence.
  • Set Task Due Date — Sets the due date of an agent task.
  • Update Lead — Updates an existing lead.

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