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 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

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create call

Creates a new call

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create meeting

Creates a new meeting

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account

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

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch person

Fetches a person by ID, name, or email

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.

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 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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