Integrate Salesflare with TeamGrid
Send information between Salesflare and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in TeamGrid 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 TeamGrid 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 TeamGrid.
Create a new task in TeamGrid each time a new task is created in Salesflare
Salesflare + TeamGrid
Build your own integrations between Salesflare and TeamGrid
Connect Salesflare and TeamGrid with over 800+ 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 TeamGrid 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
Task created
Triggers when a task is created
Task completed
Triggers when task is completed
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Project created
Triggers when a new project 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 task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing task
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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
