There are all types of magical things you can do with Salesflare using Zapier.Β
We've created a few zap templates and guides as inspiration to get you started.
Ready? Go:
π¬ Integrate your customer service app
Or create it from scratch with this how-to guide: Intercom integration
π° Get Slack notifications when a deal is won
Or create it from scratch with this how-to guide: Slack integration
β Get leads into SalesflareΒ
Or create it from scratch with this how-to guide: Contact form integration
ποΈ Create a customer in Salesflare for bookings in YouCanBook.Me
Or create it from scratch with this how-to guide: YouCanBook.Me integration
π― Draft invoices in your accounting software
Or create it from scratch with this how-to guide: QuickBooks integration
π¬ Add MailChimp subscribers as Salesflare contacts
Or create it from scratch with this how-to guide: MailChimp integration
π¬ Add Salesflare contacts as MailChimp Subscribers
Or create it from scratch with this how-to guide: MailChimp integration
π Sync your address book
οΈ Log phone calls from your virtual phone system
Set up your business VOIP system to automatically log calls in account timelines.
π Manage your tasks in Todoist
Update all calendars at once by pushing Salesflare tasks into Todoist as well.
π£ Bonus templates to automate Salesflare even further:
π Add colleagues to all accounts
Keep all team members in the loop by adding them to all accounts in your team.
π₯ Follow up on won opportunities
Set an auto-reminder to start your onboarding sequence with new customers.
π· Create new projects in Trello
Create it from scratch with this how-to guide: Trello integration
Trying to automate through Zapier but don't see what you're looking for?
Ping us on the chat to request a zap template.