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 today

Can I add users to accounts automatically?

How do I add team members to all new accounts created?

Written by Keri Byrne
Updated today

Can I update custom fields using Zapier?

How do I push data to custom fields using Zapier?

Written by Keri Byrne
Updated today

Will Salesflare remind me when to follow up?

Can I set up auto reminders?

Written by Keri Byrne
Updated today

How do I update opportunity stages automatically?

Can I use Zapier to move opportunities to the next stage?

Written by Keri Byrne
Updated today

How is lead/account hotness calculated?

What do the fire symbols mean?

Written by Keri Byrne
Updated today

Why aren't my Calendly meetings showing in Salesflare?

Can I integrate my scheduling app with Salesflare?

Written by Keri Byrne
Updated today

What's the email quota limit for workflows?

How many email workflows can I send per day?

Written by Keri Byrne
Updated today

Can I insert an image in my email workflow?

I can send my contacts GIFs? 🙌

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?

Written by Keri Byrne
Updated today

Why is my email workflow failing?

How do I fix this?

Written by Keri Byrne
Updated today

Can I send out automated email campaigns?

How does email automation work?

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?

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 ⚙️

Written by Keri Byrne
Updated today

Can Salesflare add contacts to subscriber lists in MailChimp?

How can I push Salesflare contacts into MailChimp?

Written by Keri Byrne
Updated today

How do I pull Intercom conversations into Salesflare?

Can I integrate my customer support app with Salesflare?

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.

Written by Jeroen Corthout
Updated today

How does Salesflare practice sales automation?

How does Salesflare itself work less and sell more? 😊

Written by Jeroen Corthout
Updated today

What kind of Zapier integrations are possible?

How can I connect different apps to Salesflare?

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 🚀

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?

Written by Keri Byrne
Updated today

How do I set up the MailChimp integration?

How do I integrate MailChimp using Zapier?

Written by Jeroen Corthout
Updated today

How does Salesflare integrate with an app for outbound emailing?

How does Mailshake work with Salesflare?

Written by Jeroen Corthout
Updated today