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Integrate Salesflare with IT Portal
Send information between Salesflare and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when a new contact is created in Salesflare.
- 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
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Build your own integrations between Salesflare and IT Portal
Connect Salesflare and IT Portal with over 850+ 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
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New task
Triggers when a new task is created
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New contact
Triggers when a new contact is created
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New account
Triggers when a new account is created
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New opportunity
Triggers when a new opportunity is created
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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
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Device created or updated
Triggers when a device is created or if the details of an existing device are updated
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Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
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Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
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Company created or updated
Triggers when a company is created or if the details of an existing company are updated
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Site created or updated
Triggers when a site is created or if the details of an existing site are updated
All Actions - Actions are the automated tasks
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Add contact to account
Adds an existing contact to the selected account
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Create meeting
Creates a new meeting
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Create opportunity
Creates a new opportunity
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Add user to account
Adds an existing user to the selected account
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Create account
Creates a new account
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create call
Creates a new call
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Fetch person
Fetches a person by ID, name, or email
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch user
Fetches a user by ID, name, or email
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Fetch account
Fetches an account by ID, name, domain, or tags
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Create site
Creates a new site
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Add address
Adds a new address
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Create knowledge base article
Creates a new knowledge base article
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Create company
Creates a new company
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Create contact
Creates a new contact
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Update address
Updates the details of an existing address
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Fetch device
Fetches the details of an existing device
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Fetch contact
Fetches the details of an existing contact
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Fetch company
Fetches the details of an existing company
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Fetch site
Fetches the details of an existing site
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Fetch knowledge base article
Fetches the details of an existing knowledge base article
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Fetch configuration
Fetches the details of an existing configuration
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.
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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.
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