

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
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Clinked.


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

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