Integrate Salesflare with SpringEdge
Send information between Salesflare and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in SpringEdge for a recently created contact in Salesflare
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in SpringEdge whenever a new contact is added in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Send a welcome email in SpringEdge for a recently created contact in Salesflare
Salesflare + SpringEdge
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Supported triggers and actions
Integrate Salesflare and SpringEdge 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
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message 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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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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