There are all types of magical things you can do with Salesflare using Zapier.ย
We've created a few zap templates and guides as inspiration to get you started.
Ready? Go:
๐ฌ Integrate your customer service app
Or create it from scratch with this how-to guide: Intercom integration
๐ฐ Get Slack notifications when a deal is won
Or create it from scratch with this how-to guide: Slack integration
โ Get leads into Salesflareย
Or create it from scratch with this how-to guide: Contact form integration
๐๏ธ Create a customer in Salesflare for bookings in YouCanBook.Me
Or create it from scratch with this how-to guide: YouCanBook.Me integration
๐ฏ Draft invoices in your accounting software
Or create it from scratch with this how-to guide: QuickBooks integration
๐ฌ Add MailChimp subscribers as Salesflare contacts
Or create it from scratch with this how-to guide: MailChimp integration
๐ฌ Add Salesflare contacts as MailChimp Subscribers
Or create it from scratch with this how-to guide: MailChimp integration
๐ Sync your address book
Or set up a two-way sync with this PieSync integration: PieSync integration
๐ Create contacts from your Calendly schedule
Or create it from scratch with this how-to guide: Calendly Integration
๏ธ Log phone calls from your virtual phone system
Set up your business VOIP system to automatically log calls in account timelines.
๐ Manage your tasks in Todoist
Update all calendars at once by pushing Salesflare tasks into Todoist as well.
๐ฃ Bonus templates to automate Salesflare even further:
๐ Add colleagues to all accounts
Keep all team members in the loop by adding them to all accounts in your team.
๐ฅ Follow up on won opportunities
Set an auto-reminder to start your onboarding sequence with new customers.
๐ Bonus how-to guides for further automation inspiration:
๐ Put data into Salesflareย
Create it from scratch with this how-to guide: Google Sheets integration
๐ท 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.