Salesflare + Manifestly Checklists Integration

Connect Salesflare to Manifestly Checklists in 1 click

Integrate Salesflare + Manifestly Checklists For Free Free forever. Use premium features free for 14 days.

Popular Salesflare + Manifestly Checklists Workflows

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Manifestly Checklists + Salesflare Integration

Create Salesflare task for new Manifestly Checklists checklists

Are you looking for a way to keep track of your sales process and create task for yourself in Salesflare? If so, you'll be glad to know that you can use Manifestly Checklists to create checklists of the steps in your sales process, and then create task in Salesflare for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Salesflare + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new Salesflare opportunity

If you're using Salesflare and Manifestly Checklists to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Salesflare, a checklists will automatically be created in Manifestly Checklists.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Salesflare and Manifestly Checklists accounts and start creating opportunity!
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Salesflare + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new Salesflare person

When you create a new person in Salesflare, this automation will automatically create a related checklists in Manifestly Checklists. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Manifestly Checklists board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Salesflare and Manifestly Checklists!
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Salesflare + Manifestly Checklists 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
  • Manifestly Checklists
    Checklist run is completed in Manifestly Checklists Instant
  • Manifestly Checklists
    Checklist run is started in Manifestly Checklists 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
  • Manifestly Checklists
    Checklist run in Manifestly Checklists
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