Workably and Salesflare
How to connect Workably
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When deal Won in Workably, create opportunity in Salesflare.
- When new Contact in Workably, find or create contact in Salesflare.
- When new Contact (Instant) in Workably, find or create contact in Salesflare.
- When new Deal in Workably, create opportunity in Salesflare.
- When new Email in Workably, find or create contact in Salesflare.
- When new Task in Workably, create task in Salesflare.
About Workably
Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one place.
Workably operations on Zapier
Triggers (7)
Start a workflow when this happens
- Deal Lost — Triggers instantly when a deal is marked as Lost in Workably.
- Deal Won — Triggers instantly when a deal is marked as Won in Workably.
- New Contact — Triggers when a new contact is created in Workably.
- New Contact (Instant) — Triggers instantly when a new contact is created in Workably.
- New Deal — Triggers when a new deal is created in Workably.
Show 2 more triggers
- New Email — Triggers when a new email is sent or received in Workably.
- New Task — Triggers when a new task is created in Workably.
Actions (3)
Things Salesflare can make it do
- Create Contact — Creates a new contact in Workably.
- Create Deal — Creates a new deal in Workably.
- Create Task — Creates a new task in Workably.
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