TalleFlow and Salesflare
How to connect TalleFlow
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Contact in TalleFlow, find or create contact in Salesflare.
- When new Form Submission in TalleFlow, find or create contact in Salesflare.
- When new Payment in TalleFlow, create opportunity, then find or create contact in Salesflare.
- When new Task in Salesflare, create Task in TalleFlow.
About TalleFlow
TalleFlow is a CRM and collaboration platform built for creative professionals to manage contacts, projects, and workflows in one place.
TalleFlow operations on Zapier
Triggers (7)
Start a workflow when this happens
- Document Signed — Triggers when a document (contract) is fully signed.
- New Contact — Triggers when a new contact is created.
- New Form Submission — Triggers when a form is submitted.
- New Payment — Triggers when a payment is received (invoice paid).
- New Project — Triggers when a new project is created.
Show 2 more triggers
- New or Updated Task — Triggers when tasks are found, ordered by last update (polled; dedupes by task id).
- Project Status Changed — Triggers when a project status (stage) changes.
Actions (3)
Things Salesflare can make it do
- Create Contact — Creates a new contact in TalleFlow.
- Create Project — Creates a new project in TalleFlow.
- Create Task — Creates a new task in TalleFlow.
Searches (2)
Look up existing records
- Find Contact — Finds a contact by email address.
- Find Project — Finds a project by name or id.
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