Halopsa + Salesflare Integration

Connect Halopsa to Salesflare in 1 click

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1.
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • 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 stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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2.

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Most popular automationsmost-popular-automations
Halopsa + Salesflare Integration

Create Salesflare person from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Salesflare. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Salesflare integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Salesflare.

This makes it easy to keep track of your support tickets and persons in one place.
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Salesflare + Halopsa Integration

Create Halopsa ticket for new Salesflare opportunity

Salesflare is a great tool for managing customer relationships. However, when an opportunity is created in Salesflare, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Halopsa whenever an opportunity is created in Salesflare. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Top 10 Most Popular Salesflare Automations from
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01
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Flowlu logo
Create Flowlu contact for new Salesflare person
02
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CompanyHub logo
Create CompanyHub contact for new Salesflare person
03
involve.me logo
Salesflare logo
Create Salesflare person for new involve.me participant
04
Salesflare logo
CompanyHub logo
Create CompanyHub deal for new Salesflare opportunity
05
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ClickUp logo
Create ClickUp task for new Salesflare opportunity
cloud
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app integration
06
Gist logo
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Create Salesflare person for new Gist contact
07
Clockify logo
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Create Salesflare task for new Clockify task
08
Elite Funnels logo
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Create Salesflare person for new Elite Funnels form submission
09
Elementor Forms logo
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Create Salesflare person for new Elementor Forms form submission
10
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WooCommerce logo
Create WooCommerce customer for new Salesflare person
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Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
Salesflare
Salesflare
Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.