Sure Send and Salesflare
How to connect Sure Send
- Via Zapier — 28 operations available. Set it up ↗
What you can automate
- When new Appointment in Sure Send, create meeting, then create call in Salesflare.
- When new Company in Sure Send, find or create account in Salesflare.
- When new Email in Sure Send, find or create contact in Salesflare.
- When new Lead Assigned in Sure Send, find or create contact in Salesflare.
- When new Note in Sure Send, create internal note in Salesflare.
- When new Person in Sure Send, find or create contact in Salesflare.
About Sure Send
Sure Send is a customer relationship management platform that helps businesses manage contacts, track deals, and automate workflows.
Sure Send operations on Zapier
Triggers (13)
Start a workflow when this happens
- New Appointment — Triggers when a new appointment is created in the system.
- New Call — Triggers when a new call is logged in the system.
- New Company — Triggers when a new company is created in the system.
- New Email — Triggers when a new email is received or sent in the system.
- New Lead Assigned — Triggers when a lead is assigned to a user on your team. Optionally narrow by assignee, pond, or group.
Show 8 more triggers
- New Note — Triggers when a new note is created in the system.
- New Person — Triggers when a new person is created in the system.
- New Task — Triggers when a new task is created in the system.
- New Text Message — Triggers when a new text message is received or sent in the system.
- Person Stage Updated — Triggers when a person's pipeline stage is changed in the system.
- Tag Added to Contact — Fires once when a chosen tag is added to a contact.
- Tag Removed From Contact — Fires when a chosen tag is removed from a contact.
- Updated Person — Triggers when a person is updated in the system.
Actions (11)
Things Salesflare can make it do
- Add Tags to Person — Adds tags to an existing person in the system.
- Create Appointment — Creates a new appointment in the system.
- Create Call — Creates a new call log in the system.
- Create Company — Creates a new company in the system.
- Create Note — Creates a new note in the system.
Show 6 more actions
- Create Person — Creates a new person in the system.
- Create Task — Creates a new task in the system.
- Find or Create Company — Searches for an existing company by name and creates a new one only if no match is found. Prevents duplicate records.
- Find or Create Person — Searches for an existing person by email or phone and creates a new one only if no match is found. Prevents duplicate records.
- Update Company — Updates an existing company in the system.
- Update Person — Updates an existing person in the system.
Searches (4)
Look up existing records
- Find Company — Searches for companies by name or domain.
- Find Person — Searches for people by email, phone, or name.
- Find Stage — Searches for stages by name.
- Find Task — Searches for tasks by title or contact.
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