Integrate Salesflare with TeamGrid
Send information between Salesflare and TeamGrid automatically, without writing any code, using Zoho Flow.
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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 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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
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
