There are all types of magical things you can do with Salesflare using Zapier.
We've created a few zap templates and guides as inspiration to get you started.
Ready? Go:
💬 Integrate your customer service app
Or create it from scratch with this how-to guide: Intercom integration
💰 Get Slack notifications when a deal is won
Or create it from scratch with this how-to guide: Slack integration
⚙ Get leads into Salesflare
Or create it from scratch with this how-to guide: Contact form integration
🗓️ Create a customer in Salesflare for bookings in YouCanBook.Me
Or create it from scratch with this how-to guide: YouCanBook.Me integration
💯 Draft invoices in your accounting software
Or create it from scratch with this how-to guide: QuickBooks integration
📬 Add MailChimp subscribers as Salesflare contacts
Or create it from scratch with this how-to guide: MailChimp integration
📬 Add Salesflare contacts as MailChimp Subscribers
Or create it from scratch with this how-to guide: MailChimp integration
📙 Sync your address book
️ Log phone calls from your virtual phone system
Set up your business VOIP system to automatically log calls in account timelines.
🔔 Manage your tasks in Todoist
Update all calendars at once by pushing Salesflare tasks into Todoist as well.
💣 Bonus templates to automate Salesflare even further:
👊 Add colleagues to all accounts
Keep all team members in the loop by adding them to all accounts in your team.
🥂 Follow up on won opportunities
Set an auto-reminder to start your onboarding sequence with new customers.
🏷 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.