Convert Builder + Salesflare Integration

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

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

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Convert Builder with Salesflare? This integration will allow you to automatically create a person for each new order in Salesflare.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

It's important to stay on top of your customer relationships, and one way to do that is to create Salesflare tasks for new Convert Builder 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 Convert Builder form submission received today - your customers will thank you for it!

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 Convert Builder 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!

When Form response is created in Convert Builder then Create contact in Salesflare and Create task in Salesflare