Integrate Salesflare with Picky Assist

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

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Send a welcome email in Picky Assist when a new contact is created in Salesflare

Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in Picky Assist whenever a new contact is added in Salesflare.

How it works
  1. The flow triggers when a new contact is created in Salesflare.
  2. Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
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Send a welcome email in Picky Assist when a new contact is created in Salesflare

Salesflare + Picky Assist

Build your own integrations between Salesflare and Picky Assist

Connect Salesflare and Picky Assist 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 Picky Assist 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

Send message

Sends a new Whatsapp or SMS message

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 Picky Assist?

Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.

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.

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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

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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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