Integrate Salesflare with IT Portal

Send information between Salesflare and IT Portal automatically, without writing any code, using Zoho Flow.

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Create a new contact in IT Portal whenever a new contact is created in Salesflare

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in IT Portal whenever a new contact is added in Salesflare.

How it works
  1. The flow triggers when a new contact is created in Salesflare.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact in IT Portal whenever a new contact is created in Salesflare

Salesflare + IT Portal

Build your own integrations between Salesflare and IT Portal

Connect Salesflare and IT Portal with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New account

Triggers when a new account is created

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create task

Creates a new task

Create contact

Creates a new contact

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Add contact to account

Adds an existing contact to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Create contact

Creates a new contact

Create company

Creates a new company

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Create site

Creates a new site

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update address

Updates the details of an existing address

Fetch device

Fetches the details of an existing device

Fetch site

Fetches the details of an existing site

Fetch configuration

Fetches the details of an existing configuration

Fetch contact

Fetches the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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