Integrate Salesflare with TeamGrid

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

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Create a new task in TeamGrid each time a new task is created in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in TeamGrid 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 TeamGrid.
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Create a new task in TeamGrid each time a new task is created in Salesflare

Salesflare + TeamGrid

Build your own integrations between Salesflare and TeamGrid

Connect Salesflare and TeamGrid 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 TeamGrid 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

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Project completed

Triggers when a project is completed

Contact created

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

Complete project

Completes an existing project

Create project

Creates a new project

Create task

Creates a new task

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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 >

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Rahul Roushan

CEO, OpIndia

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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