Connect Salesflare integrations
Populate your B2B sales pipeline by connecting Salesflare to Make to automatically capture contact data and track client interactions. Linking this up-to-date CRM to our workflow automation tool lets you instantly create opportunities, trigger email follow-ups, and sync communication history. Sign up for a free account today to start keeping your contact records updated.
Salesflare
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Salesflare
Popular Salesflare workflows
Connect Salesflare to your daily apps with Make. Automate your CRM, sync customer data, and optimize your workflows.
Create a new call log in Salesflare from a new call in RingCentral
This template regularly checks for new calls in RingCentral and uses the retrieved information to create new call logs in Salesflare on contact level. Your Salesflare account needs to have a custom field called "RingCentral Calls" as long text on the contact level. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.
Create Salesflare contacts from new Jotform submissions
Every time someone fills out your Jotform form, Make will automatically create a new contact in Salesflare.
Add new Google Contacts contacts to Salesflare
Every time a new contact is created in Google Contacts, Make will automatically add that contact to Salesflare.
Automate your sales workflows by integrating Salesflare with Make
Use Make to connect Salesflare with tools like Mailchimp and RingCentral. Automatically sync contacts, track calls, and capture leads to optimize your entire sales pipeline.
Automated lead capture
Instantly turn form submissions and new phone contacts into Salesflare contacts without manual data entry.
Synchronized marketing lists
Keep your Mailchimp subscriber lists perfectly in sync by automatically adding new Salesflare contacts as they are created.
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Effortless call tracking
Automatically log your RingCentral phone calls directly into Salesflare contacts to keep your communication history up to date.
Simplified deal tracking
Transform spreadsheet rows into Salesflare opportunities and automatically set up new accounts when they are added.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.