Salesflare + BirdSeed Integration

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BirdSeed + Salesflare Integration

Create Salesflare task for new BirdSeed event

Creating task in Salesflare is a great way to keep track of task that need to be completed when an event is created in your BirdSeed account.

With the help of this integration, when an event is created, a task will be automatically created in Salesflare and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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BirdSeed + Salesflare Integration

Create Salesflare person for new BirdSeed contact form submission

When someone completes your BirdSeed, a new person is automatically created in your Salesflare. This way, you can quickly follow up with the contact form submission and turn them into a customer!

Plus, all of the information from the BirdSeed is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a BirdSeed - Salesflare integration set up makes it easy to manage your customer relationships and grow your business.
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BirdSeed + Salesflare Integration

Create Salesflare opportunity for new BirdSeed contact form submission

Integrating your Salesflare with your BirdSeed, can help you automatically create new opportunitys based on contact form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This BirdSeed - Salesflare integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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BirdSeed + Salesflare Integration

Create Salesflare task for new BirdSeed contact form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesflare tasks for new BirdSeed contact form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesflare task for new BirdSeed contact form submission received today - your customers will thank you for it!
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BirdSeed + Salesflare Integration

Create Salesflare opportunity for new BirdSeed event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Salesflare.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in BirdSeed, it will trigger a corresponding opportunity creation in Salesflare.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Salesflare + BirdSeed Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • BirdSeed
    Contact form is submitted in BirdSeed Instant
  • BirdSeed
    Email is captured in BirdSeed Instant
  • BirdSeed
    Phone call request is created in BirdSeed Instant
  • BirdSeed
    Live chat request is created in BirdSeed
  • BirdSeed
    Live chat transcript is completed in BirdSeed Instant
  • BirdSeed
    Meeting is scheduled in BirdSeed
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
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