Integrate Salesflare with Redbooth
Send information between Salesflare and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Redbooth each time a new task is created in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Redbooth when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Redbooth.
Create a new task in Redbooth each time a new task is created in Salesflare
Salesflare + Redbooth
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Supported triggers and actions
Integrate Salesflare and Redbooth 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 account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
New workspace
Triggers when a new workspace is created in the selected organization
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
New notification
Triggers when you have a new notification
New organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
Create organization
Creates a new organization
Create task
Creates a new task
Add comment
Adds a new comment
Create workspace
Creates a new workspace in the selected organization
Create task list
Creates a new task list
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 Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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