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Sales automation
Sales automation
23 articles in this collection
Written by
Jeroen Corthout
and
Keri Byrne
Can I save email templates?
How do I create saved replies or canned responses?
Written by
Keri Byrne
Updated over a week ago
Can I add users to accounts automatically?
How do I add team members to all new accounts created?
Written by
Keri Byrne
Updated over a week ago
Can I update custom fields using Zapier?
How do I push data to custom fields using Zapier?
Written by
Keri Byrne
Updated over a week ago
Will Salesflare remind me when to follow up?
Can I set up auto reminders?
Written by
Keri Byrne
Updated over a week ago
How do I update opportunity stages automatically?
Can I use Zapier to move opportunities to the next stage?
Written by
Keri Byrne
Updated over a week ago
How is lead/account hotness calculated?
What do the fire symbols mean?
Written by
Keri Byrne
Updated over a week ago
Why aren't my Calendly meetings showing in Salesflare?
Can I integrate my scheduling app with Salesflare?
Written by
Keri Byrne
Updated over a week ago
What's the email quota limit for workflows?
How many email workflows can I send per day?
Written by
Keri Byrne
Updated over a week ago
Can I insert an image in my email workflow?
I can send my contacts GIFs? 🙌
Written by
Keri Byrne
Updated over a week ago
How do I insert merge fields in my email workflow?
Can I insert merge tags in the subject line?
Written by
Keri Byrne
Updated over a week ago
Why is my email workflow failing?
How do I fix this?
Written by
Keri Byrne
Updated over a week ago
Can I send out automated email campaigns?
How does email automation work?
Written by
Keri Byrne
Updated over a week ago
How do I configure my SMTP settings for sending automated emails?
What are my SMTP host and port number?
Written by
Keri Byrne
Updated over a week ago
How do I get leads from my website's contact form in Salesflare?
How to automatically get web leads in Salesflare ⚙️
Written by
Keri Byrne
Updated over a week ago
Can Salesflare add contacts to subscriber lists in MailChimp?
How can I push Salesflare contacts into MailChimp?
Written by
Keri Byrne
Updated over a week ago
How do I pull Intercom conversations into Salesflare?
Can I integrate my customer support app with Salesflare?
Written by
Keri Byrne
Updated over a week ago
How can I use Salesflare's API with "Webhooks by Zapier"?
How to do custom things on Salesflare's API from Zapier.
Written by
Jeroen Corthout
Updated over a week ago
How does Salesflare practice sales automation?
How does Salesflare itself work less and sell more? 😊
Written by
Jeroen Corthout
Updated over a week ago
What kind of Zapier integrations are possible?
How can I connect different apps to Salesflare?
Written by
Keri Byrne
Updated over a week ago
How do I use Salesflare with Zapier?
How to use the Zapier integration to connect with 700+ other apps 🚀
Written by
Jeroen Corthout
Updated over a week ago
Can I create a customer in Salesflare for bookings in YouCanBook.Me?
Can I integrate my appointment scheduler with Salesflare?
Written by
Keri Byrne
Updated over a week ago
How do I set up the MailChimp integration?
How do I integrate MailChimp using Zapier?
Written by
Jeroen Corthout
Updated over a week ago
How does Salesflare integrate with an app for outbound emailing?
How does Mailshake work with Salesflare?
Written by
Jeroen Corthout
Updated over a week ago