Salesflare + Cogsworth Integration

Connect Salesflare to Cogsworth in 1 click

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Cogsworth + Salesflare Integration

Create Salesflare task for new Cogsworth appointment

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

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

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

Create Salesflare opportunity for new Cogsworth appointment

In your business, you may need to track when someone is invited to an appointment. 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 appointment is created in Cogsworth, 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 + Cogsworth 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
  • Cogsworth
    Appointment is booked in Cogsworth Instant
  • Cogsworth
    Appointment is cancelled in Cogsworth Instant
  • Cogsworth
    Appointment is rescheduled in Cogsworth Instant
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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