Salesflare + Salesforce Integration

Connect Salesflare to Salesforce - Automate your workflows in 1-click

Make use of Salesflare and Salesforce automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Salesflare + Salesforce integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Salesflare + Salesforce Integration

Just click on the workflow you want to automate
most-popular-automations
Salesflare + Salesforce Integration

Create Salesforce opportunity from new Salesflare person

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

This Salesflare - Salesforce 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
Activate
Salesflare + Salesforce Integration

Create Salesforce 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 - Salesforce integration, anytime a new Salesflare person is created, an Salesforce 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
Activate
Salesflare + Salesforce Integration

Create Salesforce task for new Salesflare person

In Salesflare, when you create a person, it automatically creates a task in Salesforce 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
Activate
Salesflare + Salesforce Integration

Create Salesforce record for new Salesflare person

When a new person is created in your Salesflare, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
Activate
Salesforce + Salesflare Integration

Create Salesflare person for new Salesforce record

Automatically creating Salesflare person records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Activate
  • 1of5

Create Your Own Salesflare & Salesforce Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Salesflare + Salesforce Integration
1.
  • Salesflare
    Contact is created in Salesflare

    Triggers the automation when a new contact is created

  • Salesflare
    Person is created in Salesflare

    Triggers the automation when a new person is created

  • Salesflare
    Opportunity is created in Salesflare

    Triggers the automation when any opportunity is updated

  • Salesflare
    Account is created in Salesflare

    Triggers the automation when a new account is created

  • Salesflare
    Opportunity stage is created in Salesflare

    Triggers the automation when a new opportunity stage is created

  • Salesflare
    Task is created in Salesflare

    Triggers the automation when a new task is created

  • Salesflare
    User is created in Salesflare

    Triggers the automation when a new user is created

  • Salesforce
    Record is created in Salesforce

    Triggers the automation when a new record is created

  • Salesforce
    Record is updated in Salesforce

    Triggers the automation when any record is updated

  • Salesforce
    Field is updated on record in Salesforce

    Triggers the automation when a particular action in the workflow fails

  • Salesforce
    Lead is created in Salesforce

    Triggers the automation when a new lead is created

  • Salesforce
    Lead is updated in Salesforce

    Triggers the automation when the lead information is updated

  • Salesforce
    Opportunity is created in Salesforce

    Triggers the automation when any opportunity is updated

  • Salesforce
    Opportunity is updated in Salesforce

    Triggers the automation when any opportunity is updated

  • Salesforce
    Task is created in Salesforce

    Triggers the automation when a new task is created

  • Salesforce
    Task is updated in Salesforce

    Triggers the automation when any task is updated

  • Salesforce
    Contact is updated in Salesforce

    Triggers the automation when a contact is updated

  • Salesforce
    Contact is created in Salesforce

    Triggers the automation when a new contact is created

  • Salesforce
    Account is created in Salesforce

    Triggers the automation when a new account is created

  • Salesforce
    Account is updated in Salesforce

    Triggers the automation when an account is updated

  • Salesforce
    Outbound message is received in Salesforce

    Triggers the automation when an outbound message is received

    Instant
  • Salesforce
    Case is created in Salesforce

    Triggers the automation when a new case is created

  • Salesforce
    Case is updated in Salesforce

    Triggers the automation when any case is updated

  • Salesforce
    Quote is created in Salesforce

    Triggers the automation when a new quote is created

  • Salesforce
    Quote is updated in Salesforce

    Triggers the automation when any quote is updated

2.
  • Salesflare
    Update opportunity in Salesflare

    Updates the opportunity details as needed

  • Salesflare
    Create opportunity in Salesflare

    Creates a new instance of the support system

  • Salesflare
    Create contact in Salesflare

    Adds a new contact to the database

  • Salesflare
    Add contact to account in Salesflare

    Import and save new contacts to the designated account

  • Salesflare
    Search contact in Salesflare

    Finds and retrieves contact information

  • Salesflare
    Update contact in Salesflare

    Updates contact information with new details

  • Salesflare
    Search contact by email in Salesflare

    Finds and retrieves contact information using their email address

  • Salesflare
    Search person in Salesflare

    Retrieves information about a person

  • Salesflare
    Search opportunity by name in Salesflare

    Searches for a opportunity by its name

  • Salesflare
    Create account in Salesflare

    Generates a new account

  • Salesflare
    Search account by name in Salesflare

    Searches for an account using the name

  • Salesflare
    Update account in Salesflare

    Updates account information

  • Salesflare
    Create task in Salesflare

    Creates a new task

  • Salesflare
    Search opportunity stages in Salesflare

    Searches for opportunity stages

  • Salesflare
    Search user in Salesflare

    Searches for a user

  • Salesflare
    Add user to account in Salesflare

    Adds a new user to the account with particular permissions and access rights

  • Salesforce
    Search record using query in Salesforce

    Searches for a record using the query provided by the user

  • Salesforce
    Create record in Salesforce

    Generates a new record

  • Salesforce
    Update record in Salesforce

    Updates a record with new information

  • Salesforce
    Search record in Salesforce

    Searches for a record within a given database

  • Salesforce
    Create lead in Salesforce

    Generates new leads for potential customers

  • Salesforce
    Update lead in Salesforce

    Updates the lead information

  • Salesforce
    Search lead in Salesforce

    Retrieves information for a particular lead

  • Salesforce
    Create contact in Salesforce

    Adds a new contact to the database

  • Salesforce
    Update contact in Salesforce

    Updates contact information with new details

  • Salesforce
    Search contact in Salesforce

    Finds and retrieves contact information

  • Salesforce
    Create opportunity in Salesforce

    Creates a new instance of the support system

  • Salesforce
    Update opportunity in Salesforce

    Updates the opportunity details as needed

  • Salesforce
    Search opportunity in Salesforce

    Searches for a opportunity

  • Salesforce
    Add contact to campaign in Salesforce

    Adds a contact to a campaign for targeted communication

  • Salesforce
    Add lead to campaign in Salesforce

    Adds a new lead to a marketing campaign for targeted outreach

  • Salesforce
    Create account in Salesforce

    Generates a new account

  • Salesforce
    Search account in Salesforce

    Searches for account information

  • Salesforce
    Update account in Salesforce

    Updates account information

  • Salesforce
    Create task in Salesforce

    Creates a new task

  • Salesforce
    Update task in Salesforce

    Updates the task with new information or changes

  • Salesforce
    Search task in Salesforce

    Searches for a task

  • Salesforce
    Get tasks by contact Id in Salesforce

    Retrieves tasks associated with a contact id

  • Salesforce
    Create case in Salesforce

    Generates a new case entry

  • Salesforce
    Update case in Salesforce

    Updates case details based on new information received

  • Salesforce
    Search case in Salesforce

    Searches for a case record

  • Salesforce
    Get Record by Id in Salesforce

    Retrieves a record based on its id

  • Salesforce
    Get events by contact Id in Salesforce

    Retrieves a list of events associated with a contact id

  • Salesforce
    Search quote in Salesforce

    Searches for a quote

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Salesflare & Salesforce In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Salesflare or Salesforce With 1200+ Other Apps

undefined Integrations

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.

See Salesflare Integrations
undefined Integrations

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Salesflare + Salesforce Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support