Integrate Salesflare with Flow
Send information between Salesflare and Flow automatically, without writing any code, using Zoho Flow.
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Set up tasks in Flow when new tasks are initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Flow 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 the selected workspace in Flow.
Set up tasks in Flow when new tasks are initiated in Salesflare
Salesflare + Flow
Build your own integrations between Salesflare and Flow
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Supported triggers and actions
Integrate Salesflare and Flow 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
New list
Triggers when a new list is created
New workspace
Triggers when a new workspace is created
List updated
Triggers when the selected list is updated
New task
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
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.
Similar apps
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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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.
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
