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
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Set up tasks in Flow when new tasks are initiated in Salesflare

Salesflare + Flow

Build your own integrations between Salesflare and Flow

Connect Salesflare and Flow with over 700+ 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 Flow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New task

Triggers when a new task is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

Team created

Triggers when a new team is created

Project created

Triggers when a new project is created

Task updated

Triggers when the selected task is updated

Task created

Triggers when a new task is created

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create account

Creates a new account

Create contact

Creates a new contact

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Fetch contact

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

Fetch user

Fetches a user by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

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

Fetch person

Fetches a person by ID, name, or email

Fetch account

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

Create task

Creates a new task in the selected workspace

Post comment

Posts a comment in the selected 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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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