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.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free