Integrate Salesflare with IT Portal
Send information between Salesflare and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact in IT Portal whenever a new contact is created in Salesflare
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in IT Portal whenever a new contact is added in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Salesflare
Salesflare + IT Portal
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Supported triggers and actions
Integrate Salesflare and IT Portal 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
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
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 company
Creates a new company
Create contact
Creates a new contact
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Create site
Creates a new site
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update address
Updates the details of an existing address
Fetch configuration
Fetches the details of an existing configuration
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch knowledge base article
Fetches the details of an existing knowledge base article
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 IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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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
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