Salesflare + Checkvist Integration

Are you looking for a way to keep track of your sales process and create task for yourself in Salesflare? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Salesflare for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

If you're using Salesflare and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Salesflare, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Salesflare and Checkvist accounts and start creating opportunity!

When you create a new person in Salesflare, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Salesflare and Checkvist!