Salesflare + Convertu Integration

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Convertu + Salesflare Integration

Create Salesflare person for new Convertu form submission

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

Create Salesflare opportunity for new Convertu form submission

Integrating your Salesflare with your Convertu, can help you automatically create new opportunitys based on 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 Convertu - 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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Convertu + Salesflare Integration

Create Salesflare task for new Convertu 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 Convertu 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 Convertu form submission received today - your customers will thank you for it!
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Convertu + Salesflare Integration

Create Salesflare person for new Convertu contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesflare person and Convertu contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Convertu + Salesflare Integration

Create Salesflare opportunity for new Convertu contact

This automation makes it easy to create new opportunitys in Salesflare when a new contact is created in Convertu. Just connect your accounts, and every time a new contact is created in Convertu, a new opportunity will automatically be created in Salesflare.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Convertu + Salesflare Integration

Create Salesflare task for new Convertu 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 Convertu 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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Convertu + Salesflare Integration

Create Salesflare opportunity for new Convertu 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 Convertu, 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 + Convertu 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
  • Convertu
    Product is created in Convertu Instant
  • Convertu
    Product is updated in Convertu Instant
  • Convertu
    Contact is created or updated in Convertu Instant
  • Convertu
    Order is created in Convertu Instant
  • Convertu
    Order is updated in Convertu Instant
  • Convertu
    Form response is created in Convertu Instant
  • Convertu
    Booking is created in Convertu 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
  • Convertu
    Delete contact in Convertu
  • Convertu
    Search contact in Convertu
  • Convertu
    Update contact in Convertu
  • Convertu
    Create contact in Convertu
  • Convertu
    Create product in Convertu
  • Convertu
    Update product in Convertu
  • Convertu
    Create member in Convertu
  • Convertu
    Delete member in Convertu
  • Convertu
    Search product in Convertu
  • Convertu
    Create member group in Convertu
  • Convertu
    Update member group in Convertu
  • Convertu
    Delete member group in Convertu
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