Integrate Salesflare with SpringEdge
Send information between Salesflare and SpringEdge automatically, without writing any code, using Zoho Flow.
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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 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
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
Send unicode SMS
Sends a unicode SMS to the specified recipient
Send SMS
Sends an SMS to the specified mobile number
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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.
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