BoldDesk + Salesflare Integration

Connect BoldDesk to Salesflare in 1 click

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1.
  • BoldDesk
    Approval request is created in BoldDesk Instant
  • BoldDesk
    Approval is approved in BoldDesk Instant
  • BoldDesk
    Approval is rejected in BoldDesk Instant
  • BoldDesk
    Contact is created in BoldDesk Instant
  • BoldDesk
    Contact is updated in BoldDesk Instant
  • BoldDesk
    Ticket is created in BoldDesk Instant
  • BoldDesk
    Ticket private notes is created in BoldDesk Instant
  • BoldDesk
    Ticket property is updated in BoldDesk Instant
  • BoldDesk
    Ticket reply is created in BoldDesk Instant
  • BoldDesk
    Activity is created in BoldDesk Instant
  • BoldDesk
    Activity is updated in BoldDesk Instant
  • BoldDesk
    Activity is deleted in BoldDesk Instant
  • 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 stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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2.

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Ready Workflows Ready Workflows   for BoldDesk + Salesflare Integration

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Most popular automationsmost-popular-automations
BoldDesk + Salesflare Integration

Create Salesflare person from new BoldDesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Salesflare. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Salesflare integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Salesflare.

This makes it easy to keep track of your support tickets and persons in one place.
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Salesflare + BoldDesk Integration

Create BoldDesk ticket for new Salesflare opportunity

Salesflare is a great tool for managing customer relationships. However, when an opportunity is created in Salesflare, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in BoldDesk whenever an opportunity is created in Salesflare. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Create Flowlu contact for new Salesflare person
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Create CompanyHub contact for new Salesflare person
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Create Salesflare person for new involve.me participant
04
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Create CompanyHub deal for new Salesflare opportunity
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Create ClickUp task for new Salesflare opportunity
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Create Salesflare person for new Gist contact
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Create Salesflare task for new Clockify task
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Create Salesflare person for new Elite Funnels form submission
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Create Salesflare person for new Elementor Forms form submission
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Create WooCommerce customer for new Salesflare person
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You Can Also Connect BoldDesk or Salesflare With 1400+ Other Apps

BoldDesk
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.
Salesflare
Salesflare
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.