Folioze + Salesflare Integration

As an online store owner, you're likely using Folioze 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 Folioze 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 Folioze 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 Folioze form submission received today - your customers will thank you for it!

If you're using Salesflare to manage your sales leads, it's important to also use Folioze to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Salesflare, a corresponding contact will automatically be created in Folioze.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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

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 Folioze 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!