Redbooth + Salesflare Integration

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Popular Redbooth + Salesflare Workflows

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Salesflare + Redbooth Integration

Create Redbooth task for new Salesflare person

Salesflare and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Salesflare, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Salesflare + Redbooth Integration

Create Redbooth task for new Salesflare task

Salesflare provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesflare. Redbooth is a great tool for this.

All you need to do is - integrate Redbooth with Salesflare to create task in Redbooth automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
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Salesflare + Redbooth Integration

Create Redbooth task for new Salesflare opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesflare? Well now there is!

With our integration between Salesflare and Redbooth, creating task in Redbooth is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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Redbooth + Salesflare Integration
1.
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
  • 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.
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
  • 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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