Moxie + Salesflare Integration

Connect Moxie to Salesflare in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie 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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Ready Workflows Ready Workflows   for Moxie + Salesflare Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Moxie + Salesflare Integration

Create Salesflare person for new Moxie contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Moxie - Salesflare integration, anytime a new Moxie contact is created, an Salesflare person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Moxie + Salesflare Integration

Create Salesflare opportunity from new Moxie contact

Anytime a new contact is created in your Moxie, a new opportunity will automatically be created in your Salesflare. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Moxie - Salesflare integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
Moxie + Salesflare Integration

Create Salesflare task for new Moxie contact

In Moxie, when you create a contact, it automatically creates a task in Salesflare for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
Salesflare + Moxie Integration

Create Moxie contact for new Salesflare person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesflare - Moxie integration, anytime a new Salesflare person is created, an Moxie contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Salesflare + Moxie Integration

Create Moxie deal from new Salesflare person

Anytime a new person is created in your Salesflare, a new deal will automatically be created in your Moxie. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Salesflare - Moxie integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
Salesflare + Moxie Integration

Create Moxie task for new Salesflare person

In Salesflare, when you create a person, it automatically creates a task in Moxie for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
  • 1of1
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Automations

Top 10 Most Popular Moxie Automations from
Integrately Community

Just click on the workflow you want to automate

Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
Upnify logo
Moxie logo
Create Moxie task for new Upnify client
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
Upnify logo
Moxie logo
Create Moxie task for new Upnify client

Top 10 Most Popular Salesflare Automations from
Integrately Community

Most popularmost-popular-automations
01
Salesflare logo
Flowlu logo
Create Flowlu contact for new Salesflare person
02
Salesflare logo
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
Salesflare logo
ClickUp logo
Create ClickUp task for new Salesflare opportunity
cloud
Salesflare
app integration
06
Gist logo
Salesflare logo
Create Salesflare person for new Gist contact
07
Clockify logo
Salesflare logo
Create Salesflare task for new Clockify task
08
Elite Funnels logo
Salesflare logo
Create Salesflare person for new Elite Funnels form submission
09
Elementor Forms logo
Salesflare logo
Create Salesflare person for new Elementor Forms form submission
10
Salesflare logo
WooCommerce logo
Create WooCommerce customer for new Salesflare person
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Moxie or Salesflare With 1400+ Other Apps

Moxie
Moxie
Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.
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.