EasyPractice + Salesflare Integration

Connect EasyPractice to Salesflare - Automate your workflows in 1-click

Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Make use of Salesflare automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s EasyPractice + Salesflare integration.
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EasyPractice + Salesflare Integration

Create Salesflare task for new EasyPractice event

Creating a task in Salesflare for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having Salesflare record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + Salesflare Integration

Create Salesflare person for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Salesflare person are updated with the latest information. When a order is added to an event in EasyPractice, a new person will be created in Salesflare automatically. This makes it easy to keep track of your sales pipeline and track event success.
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EasyPractice + Salesflare Integration
1.
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
  • 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
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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Integrate EasyPractice & Salesflare In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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