Integrate Salesflare with Clinked

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

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

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Clinked 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 Clinked.
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Set up tasks in Clinked when new tasks are initiated in Salesflare

Salesflare + Clinked

Build your own integrations between Salesflare and Clinked

Connect Salesflare and Clinked 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 Clinked using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create opportunity

Creates a new opportunity

Add contact to account

Adds an existing contact to the selected account

Create call

Creates a new call

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create contact

Creates a new contact

Create meeting

Creates a new meeting

Create task

Creates a new task

Fetch person

Fetches a person by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or 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 user

Fetches a user by ID, name, or email

Fetch account

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

Create discussion

Creates a new discussion

Duplicate a group

Duplicates an existing group

Create task

Creates a new task

Create member

Creates a new member

Create event

Creates a new event

Create or update folder

Creates a new folder or updates an existing folder

Create group

Creates a new group

Create note

Creates a new note

Update member

Updates the details of the specified member

Fetch member

Fetches the details of an existing member by username

Fetch group

Fetches the details of an existing group by group ID

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 Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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