Integrate Salesflare with Flow

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

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Set up tasks in Flow when new tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Flow every time a new 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 the selected workspace in Flow.
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Set up tasks in Flow when new tasks are initiated in Salesflare

Salesflare + Flow

Build your own integrations between Salesflare and Flow

Connect Salesflare and Flow 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 Flow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

Team created

Triggers when a new team is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Task updated

Triggers when the selected task is updated

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Create call

Creates a new call

Create contact

Creates a new contact

Create task

Creates a new task

Add contact to account

Adds an existing contact to the selected account

Fetch contact

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

Fetch account

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

Fetch person

Fetches a person by ID, name, or email

Fetch user

Fetches a user by ID, name, or email

Create task

Creates a new task in the selected workspace

Post comment

Posts a comment in the selected 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.

CRM

What is Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

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