Instabot: Chatbot Platform + Salesflare Integration

Integrate Instabot: Chatbot Platform to Salesflare in one click, or tell Integrately AI how you want each lead handled. Qualify website visitors, create contacts and opportunities, update your CRM records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Instabot: Chatbot Platform
    User is created in Instabot: Chatbot Platform
  • Instabot: Chatbot Platform
    Goal is completed in Instabot: Chatbot Platform
  • 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
Arrow Right
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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Ready Workflows Ready Workflows for Instabot: Chatbot Platform + Salesflare Integration

Capture online leads, create CRM contacts, set up opportunities, update accounts, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Instabot: Chatbot Platform + Salesflare Integration

Create Salesflare task for new Instabot: Chatbot Platform contact

Salesflare and Instabot: Chatbot Platform are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesflare - Instabot: Chatbot Platform integration, you can automatically create task in Salesflare whenever a new contact is created in Instabot: Chatbot Platform.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Instabot: Chatbot Platform + Salesflare Integration

Create Salesflare person for new Instabot: Chatbot Platform 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 Instabot: Chatbot Platform 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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Instabot: Chatbot Platform + Salesflare Integration

Create Salesflare opportunity for new Instabot: Chatbot Platform contact

This automation makes it easy to create new opportunitys in Salesflare when a new contact is created in Instabot: Chatbot Platform. Just connect your accounts, and every time a new contact is created in Instabot: Chatbot Platform, 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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Connect more apps to your Instabot: Chatbot Platform + Salesflare flow

Keep your team updated, schedule follow-up meetings, sync email campaigns, and log payment records after your chatbot converts a visitor. Pick a combination and activate it in one click.

Instabot: Chatbot Platform
Salesflare
+
GmailGmail (4)
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SlackSlack (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
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Google SheetsGoogle Sheets (4)
I
S
G
Create a Salesflare contact when an Instabot goal is completed, and send a welcome email in Gmail
New chatbot leads appear in Salesflare as contacts instantly while Gmail sends a personalized welcome message, eliminating manual entry.
I
S
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When an Instabot goal is completed, create a Salesflare opportunity and notify your team in Gmail
Salesflare registers a new opportunity while Gmail alerts your sales team, ensuring prompt follow-up on qualified website leads.
I
S
G
When an Instabot goal is completed, create a Salesflare task and send a briefing email in Gmail
Salesflare logs a follow-up task and Gmail sends a detailed brief to the assigned rep so nothing slips through the cracks.
I
S
G
Use Claude to evaluate Instabot chatbot leads, create a Salesflare contact, and email the summary in Gmail
Claude analyses lead responses from Instabot: Chatbot Platform, Salesflare stores the contact profile, and Gmail emails the AI briefing.

Supported triggers and actions for Instabot: Chatbot Platform and Salesflare

Mix and match to build the exact automation you need

Instabot: Chatbot Platform
Instabot: Chatbot Platform Triggers & Actions
User is created in Instabot: Chatbot Platform
Triggers the automation when a new user is created
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Goal is completed in Instabot: Chatbot Platform
Triggers the automation when a goal is accomplished
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No action is available
Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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What can you automate with Instabot: Chatbot Platform + Salesflare?

Turn every website chatbot interaction into organised contacts, structured opportunities, and updated CRM records automatically.

What you can automate?
🚀
Sync chatbot conversions to your CRM instantly
Turn every completed goal in Instabot: Chatbot Platform into a new contact or sales opportunity in Salesflare the moment a website visitor engages with your brand.
📋
Capture every submitted chatbot field
Map all custom visitor responses and qualification data collected in Instabot: Chatbot Platform directly into corresponding Salesflare contact fields without manual re-typing.
🔔
Alert your sales team the second a lead converts
Notify your team in Slack or Gmail immediately when an important conversion goal is completed in Instabot: Chatbot Platform and logged in Salesflare.
🔀
Route leads based on submitted criteria
Create priority opportunities in Salesflare for enterprise tier chatbot submissions while standard leads are routed to your general pipeline automatically.
🔄
Keep your CRM records continuously updated
Ensure contact details and opportunity stages in Salesflare reflect the latest interactions and goal completions recorded in Instabot: Chatbot Platform.
🔍
Prevent duplicate records with smart search
Search existing Salesflare contacts before creation to update records rather than generating clutter and duplicate entries.
Manage later status changes and tasks
Automatically open follow-up tasks in Salesflare whenever a visitor completes a high-value action or reaches a specific milestone in Instabot: Chatbot Platform.
🔗
Extend your workflow to Gmail or Slack
Combine Instabot: Chatbot Platform and Salesflare with Gmail or Slack to notify stakeholders and send welcome messages as part of a single automated pipeline.
And much more...

Who is Instabot: Chatbot Platform + Salesflare integration for?

Sales leaders, revenue teams, and customer success managers who need chatbot conversations instantly translated into CRM records and pipeline opportunities without manual data entry.

Revenue Operations Managers
Revenue Operations Managers
Sales Development Reps
Sales Development Reps
Customer Success Leads
Customer Success Leads
Growth Marketing Managers
Growth Marketing Managers
Account Executives
Account Executives
Sales Data Analysts
Sales Data Analysts
📊
Revenue Operations Managers
You're capturing website leads through Instabot: Chatbot Platform, but your pipeline reports only update when someone manually exports contacts, so the conversion metrics you review are always outdated — with this integration, every new lead lands in Salesflare instantly and your pipeline stays accurate.
Sales Development Reps
You're waiting for website visitors to convert in Instabot: Chatbot Platform, but lead details reach your CRM hours later because of manual data transfers, so warm prospects grow cold before your team can reach out — automating both apps means every contact appears in Salesflare the second a goal is completed.
🤝
Customer Success Leads
You're collecting user feedback through Instabot: Chatbot Platform, but client success records are split from your sales history, leaving account stakeholders without context during check-ins — integrating these apps means every interaction flows into Salesflare to maintain a complete client history.
📈
Growth Marketing Managers
You're running high-traffic campaigns with Instabot: Chatbot Platform, but high submission volumes overwhelm manual CRM entry, leaving valuable leads sitting uncontacted — with this integration, every form submission and goal completion populates Salesflare immediately.
🎯
Account Executives
You're relying on chatbot interactions in Instabot: Chatbot Platform to drive pipeline, but missing opportunity data forces you to hunt for background notes before every discovery call — connecting these apps means structured opportunities and contact histories appear in Salesflare automatically.
📑
Sales Data Analysts
You're auditing conversion metrics from Instabot: Chatbot Platform, but manual logging errors create frustrating gaps in your pipeline history — automating both apps means every visitor interaction is recorded accurately in Salesflare without missing records.
Our team

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Why choose Integrately to automate Instabot: Chatbot Platform + Salesflare

Build and manage your Instabot: Chatbot Platform + Salesflare automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Instabot: Chatbot Platform + Salesflare with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Instabot: Chatbot Platform to Salesflare?
Frequently Asked Questions
You can connect Instabot: Chatbot Platform to Salesflare instantly using ready-made workflows on Integrately or by asking Integrately AI to build the automation. It takes just 1 click to activate your flow alongside Gmail, Slack, and Google Sheets.
Can I automatically create Salesflare contacts from Instabot chatbot goals?
Frequently Asked Questions
Can I connect Instabot: Chatbot Platform, Salesflare, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instabot: Chatbot Platform and Salesflare?
Frequently Asked Questions
How does Instabot: Chatbot Platform handle custom fields during integration?
Frequently Asked Questions
How does Salesflare organise leads captured from Instabot?
Frequently Asked Questions
Do I need coding skills to automate Instabot and Salesflare?
Frequently Asked Questions
Is the Instabot: Chatbot Platform and Salesflare integration free?
Frequently Asked Questions
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