Integrate Salesflare with Roll

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

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Create tasks in Roll as tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Roll when a new task is created in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Roll.
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Create tasks in Roll as tasks are initiated in Salesflare

Salesflare + Roll

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Set up a task in Roll every time a task is added in Salesflare

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in Roll every time a task is added in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Roll.
+

Set up a task in Roll every time a task is added in Salesflare

Salesflare + Roll

Build your own integrations between Salesflare and Roll

Connect Salesflare and Roll 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 Roll 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

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

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 task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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.

Learn more >

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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