Sales automation

Jeroen Corthout avatar Keri Byrne avatar
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?
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Written by Keri Byrne
Updated today

Can I add users to accounts automatically?

How do I add team members to all new accounts created?
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Written by Keri Byrne
Updated today

Can I update custom fields using Zapier?

How do I push data to custom fields using Zapier?
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Written by Keri Byrne
Updated today

Will Salesflare remind me when to follow up?

Can I set up auto reminders?
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Written by Keri Byrne
Updated today

How do I update opportunity stages automatically?

Can I use Zapier to move opportunities to the next stage?
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Written by Keri Byrne
Updated today

How is lead/account hotness calculated?

What do the fire symbols mean?
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Written by Keri Byrne
Updated today

Why aren't my Calendly meetings showing in Salesflare?

Can I integrate my scheduling app with Salesflare?
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Written by Keri Byrne
Updated today

What's the email quota limit for workflows?

How many email workflows can I send per day?
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Written by Keri Byrne
Updated today

Can I insert an image in my email workflow?

I can send my contacts GIFs? 🙌
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Written by Keri Byrne
Updated today

How do I insert merge fields in my email workflow?

Can I insert merge tags in the subject line?
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Written by Keri Byrne
Updated today

Why is my email workflow failing?

How do I fix this?
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Written by Keri Byrne
Updated today

Can I send out automated email campaigns?

How does email automation work?
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Written by Keri Byrne
Updated today

How do I configure my SMTP settings for sending automated emails?

What are my SMTP host and port number?
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Written by Keri Byrne
Updated today

How do I get leads from my website's contact form in Salesflare?

How to automatically get web leads in Salesflare ⚙️
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Written by Keri Byrne
Updated today

Can Salesflare add contacts to subscriber lists in MailChimp?

How can I push Salesflare contacts into MailChimp?
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Written by Keri Byrne
Updated today

How do I pull Intercom conversations into Salesflare?

Can I integrate my customer support app with Salesflare?
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Written by Keri Byrne
Updated today

How can I use Salesflare's API with "Webhooks by Zapier"?

How to do custom things on Salesflare's API from Zapier.
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Written by Jeroen Corthout
Updated today

How does Salesflare practice sales automation?

How does Salesflare itself work less and sell more? 😊
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Written by Jeroen Corthout
Updated today

What kind of Zapier integrations are possible?

How can I connect different apps to Salesflare?
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Written by Keri Byrne
Updated today

How do I use Salesflare with Zapier?

How to use the Zapier integration to connect with 700+ other apps 🚀
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Written by Jeroen Corthout
Updated today

Can I create a customer in Salesflare for bookings in YouCanBook.Me?

Can I integrate my appointment scheduler with Salesflare?
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Written by Keri Byrne
Updated today

How do I set up the MailChimp integration?

How do I integrate MailChimp using Zapier?
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Written by Jeroen Corthout
Updated today

How does Salesflare integrate with an app for outbound emailing?

How does Mailshake work with Salesflare?
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Written by Jeroen Corthout
Updated today