SurFox AI and Salesflare

How to connect SurFox AI

What you can automate

  • When lead Converted (Won/Lost) in SurFox AI, find or create contact in Salesflare.
  • When lead Status Changed in SurFox AI, find or create contact in Salesflare.
  • When new Lead Created in SurFox AI, find or create contact in Salesflare.

About SurFox AI

SurFox AI is an AI-powered SMS lead qualification platform. Automate two-way text conversations to engage, score, and qualify leads via intelligent AI texting.

SurFox AI operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Call Logged — Triggers when a sales rep logs a call attempt (connected, voicemail, no answer, etc.).
  • Conversation Completed — Triggers when an AI conversation with a lead reaches completion.
  • Lead Became Hot — Triggers when a lead is marked as hot (high buying intent detected).
  • Lead Converted (Won/Lost) — Triggers when a lead is marked as Won (with deal value) or Lost.
  • Lead Opted Out — Triggers when a lead opts out of SMS communications (e.g., texts "STOP").
Show 3 more triggers
  • Lead Replied — Triggers when a lead sends an SMS reply.
  • Lead Status Changed — Triggers when a lead's status changes (e.g., Cold to Warm, Warm to Hot).
  • New Lead Created — Triggers when a new lead is added to SurFox (from any source).

Actions (3)

Things Salesflare can make it do

  • Create Lead — Add a new lead to a SurFox campaign and start AI qualification.
  • Find or Create Lead — Finds a lead by phone or email. Creates one if not found.
  • Update Lead Status — Update a lead's status or add notes in SurFox.

Searches (1)

Look up existing records

  • Find Lead — Find an existing lead by phone number or email.

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