MemberVault + Salesflare Integration

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MemberVault + Salesflare Integration

Create Salesflare task for new MemberVault product user

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

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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MemberVault + Salesflare Integration

Create Salesflare person for new MemberVault product user

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 MemberVault product user 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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Salesflare + MemberVault Integration

Create MemberVault product user for new Salesflare person

If you're using Salesflare to manage your sales leads, it's important to also use MemberVault 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 product user will automatically be created in MemberVault.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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MemberVault + Salesflare Integration
1.
  • MemberVault
    User is added to a product in MemberVault Instant
  • MemberVault
    User email consent is added in MemberVault Instant
  • MemberVault
    Lesson is completed by user in MemberVault Instant
  • MemberVault
    Hot lead is created in MemberVault Instant
  • MemberVault
    User has reached the configured EP number in MemberVault Instant
  • MemberVault
    Module is completed by user in MemberVault 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
2.
  • MemberVault
    Add user to product in MemberVault
  • MemberVault
    Remove user from product in MemberVault
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Update 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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