Sales automation | Salesflare - How to

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 campaigns?

How many email campaigns can I send per day?

Written by Keri Byrne
Updated this week

Can I insert an image in my email campaign?

I can send my contacts GIFs? 🙌

Written by Keri Byrne
Updated over a week ago

How do I insert merge fields in my email campaign?

Can I insert merge tags in the subject line?

Written by Keri Byrne
Updated over a week ago

Why is my email campaign 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 pull my YouCanBook.Me meetings into Salesflare?

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 the Mailshake integration work?

How does Mailshake work with Salesflare?

Written by Jeroen Corthout
Updated over a week ago