There are all types of magical things you can do with Salesflare using Zapier.ย 

We've created a few zap templates and guides as inspiration to get you started.

Ready? Go:

๐Ÿ’ฌ Integrate your customer service app

Or create it from scratch with this how-to guide: Intercom integration


๐Ÿ’ฐ Get Slack notifications when a deal is won

Or create it from scratch with this how-to guide: Slack integration


โš™ Get leads into Salesflareย 

Or create it from scratch with this how-to guide: Contact form integration


๐Ÿ—“๏ธ Pull in meetings from YouCanBook.Me

Or create it from scratch with this how-to guide: YouCanBook.Me integration


๐Ÿ’ฏ Draft invoices in your accounting software

Or create it from scratch with this how-to guide: QuickBooks integration


๐Ÿ“ฌ Add MailChimp subscribers as Salesflare contacts

Or create it from scratch with this how-to guide: MailChimp integration


๐Ÿ“ฌ Add Salesflare contacts as MailChimp Subscribers

Or create it from scratch with this how-to guide: MailChimp integration


๐Ÿ“™ Sync your address book

Or set up a two-way sync with this PieSync integration: PieSync integration


๐Ÿ“… Create contacts from your Calendly schedule

Or create it from scratch with this how-to guide: Calendly Integration


๏ธ Log phone calls from your virtual phone system

Set up your business VOIP system to automatically log calls in account timelines.


๐Ÿ”” Manage your tasks in Todoist

Update all calendars at once by pushing Salesflare tasks into Todoist as well.


๐Ÿ’ฃ Bonus templates to automate Salesflare even further:

๐Ÿ‘Š Add colleagues to all accounts

Keep all team members in the loop by adding them to all accounts in your team.


๐Ÿฅ‚ Follow up on won opportunities

Set an auto-reminder to start your onboarding sequence with new customers.


๐Ÿš€ Bonus how-to guides for further automation inspiration:

๐Ÿ“ˆ Put data into Salesflareย 

Create it from scratch with this how-to guide: Google Sheets integration

๐Ÿท Create new projects in Trello

Create it from scratch with this how-to guide: Trello integration


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