PlatoForms + Salesflare Integration

Connect PlatoForms to Salesflare in 1 click

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

Popular PlatoForms + Salesflare Workflows

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PlatoForms + Salesflare Integration

Create Salesflare person for new PlatoForms response

When someone completes your PlatoForms, a new person is automatically created in your Salesflare. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Salesflare integration set up makes it easy to manage your customer relationships and grow your business.
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PlatoForms + Salesflare Integration

Create Salesflare task for new PlatoForms response

It's important to stay on top of your customer relationships, and one way to do that is to create Salesflare tasks for new PlatoForms responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesflare task for new PlatoForms response received today - your customers will thank you for it!
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PlatoForms + Salesflare Integration
1.
  • PlatoForms
    New submission in PlatoForms 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.
  • PlatoForms
    Submit form in PlatoForms
  • 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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