The Value Builder System™ and Salesflare
How to connect The Value Builder System™
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Contact in The Value Builder System™, find or create contact in Salesflare.
About The Value Builder System™
Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.
The Value Builder System™ operations on Zapier
Triggers (9)
Start a workflow when this happens
- Clicked Email by Contact — Triggers when a contact clicks a link on CTA in an email.
- Engagement Program Activated — Triggers when an engagement program is activated for a contact.
- New Activity Feed — Triggers when a new activity feed is added to Value Builder.
- New Contact — Triggers when a new contact is added to Value Builder.
- Open/Click Contact Email — Triggers when a contact interacts with an email (open, click).
Show 4 more triggers
- Opened Email by Contact — Triggers when a contact opens an email.
- Sent Email to Contact — Triggers when a contact is sent an email.
- Unsubscribe Contact From Nurture Cycle — Triggers when a contact unsubscribes from Nurture Cycle.
- Update Contact — Triggers when a specified property is updated on any contact.
Actions (10)
Things Salesflare can make it do
- Activate Contact Nurture Cycle — Activate Nurture Cycle - Activate Nurture Cycle for contact
- Activate Engagement Program to Contact — Activate an engagement program with default settings.
- Add Event to Contact — Add Event - Creates a timeline event for a contact
- Add Note to Contact — Add Note to Contact - Add a note to a contact
- Create Contact From Email — Create a new contact based on email address.
Show 5 more actions
- Deactivate Contact Nurture Cycle — Deactivate Nurture Cycle - Remove a contact from Nurture Cycle
- Send / Resend Engagement Credentials — Send / Resend Engagement Program credentials to Contact.
- Send Email — Send a templated email to the contact using Value Builder as provider
- Tag Contact — Tag Contact - Attach a tag to a specific contact
- Update Contact From Email — Update an existing contact based on email address.
Searches (1)
Look up existing records
- Find Contact From Email — Find Contact - Searches for contact in Value Builder
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