Popular Salesflare + Aero Workflow Workflows
Create Aero Workflow contact for new Salesflare person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Salesflare - Aero Workflow integration, anytime a new Salesflare person is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new Salesflare account
Create Aero Workflow task for new Salesflare person
When you create a person in Salesflare, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new Salesflare task
All you need to do is - integrate Aero Workflow with Salesflare to create task in Aero Workflow automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
Create Aero Workflow task for new Salesflare opportunity
With our integration between Salesflare and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new Salesflare person
Create Aero Workflow event for new Salesflare account
When Contact is created in Salesflare > Check any condition > Create task in Aero Workflow
When Person is created in Salesflare > Check any condition > Create task in Aero Workflow
When User is created in Salesflare > Check any condition > Create task in Aero Workflow
When Contact is created in Salesflare > Check condition > Create contact in Aero Workflow
When Person is created in Salesflare > Check condition > Create contact in Aero Workflow
When User is created in Salesflare > Check condition > Create contact in Aero Workflow
When Opportunity is created in Salesflare > Create appointment in Aero Workflow
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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
See Salesflare IntegrationsAero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
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