Integrate Salesflare with Roll

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

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Create tasks in Roll as tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Roll when a new task is created 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 Roll.
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Create tasks in Roll as tasks are initiated in Salesflare

Salesflare + Roll

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Set up a task in Roll every time a task is added in Salesflare

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in Roll every time a 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 Roll.
+

Set up a task in Roll every time a task is added in Salesflare

Salesflare + Roll

Build your own integrations between Salesflare and Roll

Connect Salesflare and Roll with over 850+ 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 Roll 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

Project created

Triggers when a new project is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company 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 company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks 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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

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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