Salesflare + TeamWave Integration

Integrate Salesflare to TeamWave in one click, or tell Integrately AI how you want each opportunity handled. Enrich contact details, create deals and tasks, update stages, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
Arrow Right
2.
  • 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
  • TeamWave
    Create person in TeamWave
  • TeamWave
    Search person in TeamWave
  • TeamWave
    Update person in TeamWave
  • TeamWave
    Create deal in TeamWave
  • TeamWave
    Update deal in TeamWave
  • TeamWave
    Search deal in TeamWave
  • TeamWave
    Create task in TeamWave
  • TeamWave
    Create activity in TeamWave
  • TeamWave
    Create organization in TeamWave
  • TeamWave
    Update organization in TeamWave
  • TeamWave
    Search organization in TeamWave
  • TeamWave
    Create event in TeamWave
  • TeamWave
    Search user in TeamWave
  • TeamWave
    Create milestone in TeamWave
  • TeamWave
    Create project in TeamWave
  • TeamWave
    Add follower in TeamWave

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Ready Workflows Ready Workflows for Salesflare + TeamWave Integration

Create deals from opportunities, update project tasks, track time logs, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
TeamWave + Salesflare Integration

Create Salesflare person for new TeamWave 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 TeamWave - Salesflare integration, anytime a new TeamWave person 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.
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Salesflare + TeamWave Integration

Create TeamWave person 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 - TeamWave integration, anytime a new Salesflare person is created, an TeamWave 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.
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Salesflare + TeamWave Integration

Create TeamWave deal from new Salesflare person

Anytime a new person is created in your Salesflare, a new deal will automatically be created in your TeamWave. 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 - TeamWave 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.
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TeamWave + Salesflare Integration

Create Salesflare task for new TeamWave person

In TeamWave, when you create a person, it automatically creates a task in Salesflare 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.
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Salesflare + TeamWave Integration

Create TeamWave task for new Salesflare person

In Salesflare, when you create a person, it automatically creates a task in TeamWave 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.
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Connect more apps to your Salesflare + TeamWave flow

Sync new contacts to your email campaigns, alert your team in chat, and log financial records. Pick a combination and activate it in one click.

Salesflare
TeamWave
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
T
G
Send a welcome email in Gmail when a new opportunity is created in Salesflare and a deal is created in TeamWave
New Salesflare opportunities instantly generate a TeamWave deal and trigger a welcome email in Gmail, removing manual drafting.
T
S
G
When a deal is created in TeamWave, update the contact in Salesflare and send a notification email via Gmail
Keep contact records updated in Salesflare and notify stakeholders via Gmail whenever a new deal is opened in TeamWave.
S
T
G
Use Claude to summarise new Salesflare contacts, create a deal in TeamWave, and email the brief via Gmail
Claude summarises incoming Salesflare leads before TeamWave logs the deal and Gmail emails the briefing.

Supported triggers and actions for Salesflare and TeamWave

Mix and match to build the exact automation you need

Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Create opportunity in Salesflare
Creates a new instance of the support system
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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TeamWave
TeamWave Triggers & Actions
Person is created in TeamWave
Triggers the automation when a new person is created
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Person is updated in TeamWave
Triggers the automation when a person's profile is updated
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Project is created in TeamWave
Triggers the automation when a new project is created
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Deal is created in TeamWave
Triggers the automation when a deal is created
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Deal is updated in TeamWave
Triggers the automation when a deal is updated
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Task is created in TeamWave
Triggers the automation when a new task is created
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Task list is created in TeamWave
Triggers the automation when a new task list is created
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Organization is created in TeamWave
Triggers the automation when a new organization is created
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Organization is updated in TeamWave
Triggers the automation when any organization's profile is modified
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Milestone is created in TeamWave
Triggers the automation when a new milestone is created
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Time log is created in TeamWave
Triggers the automation when a new time log is created
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Activity is created in TeamWave
Triggers the automation when a new activity is created
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Create person in TeamWave
Generates a new person
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Search person in TeamWave
Retrieves information about a person
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Update person in TeamWave
Updates the information of a person
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Create deal in TeamWave
Generates a new deal with
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Update deal in TeamWave
Updates deal information based on new criteria or changes
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Search deal in TeamWave
Retrieves and find a deal
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Create task in TeamWave
Creates a new task
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Create activity in TeamWave
Generates a new activity or task
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Create organization in TeamWave
Generates a new invoice
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Update organization in TeamWave
Updates organization information
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Search organization in TeamWave
Finds and retrieves information about a organization
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Create event in TeamWave
Adds a new contact to the contact list
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Search user in TeamWave
Searches for a user
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Create milestone in TeamWave
Creates a milestone to track progress
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Create project in TeamWave
Creates a new project
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Add follower in TeamWave
Increase your follower count
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What can you automate with Salesflare + TeamWave?

Streamline your sales pipeline and project tracking by connecting Salesflare and TeamWave workflows.

What you can automate?
💼
Create deals from new sales opportunities
Turn every Salesflare opportunity into an active TeamWave deal automatically. Your pipeline updates the moment a prospect shows interest without manual data entry.
📝
Capture every submitted contact field
Map all incoming Salesflare contact details directly into TeamWave profile fields. Your CRM and project workspace receive complete information for every lead.
🔔
Alert your team instantly on deal creation
Notify team members in chat or email the second a new deal is opened in TeamWave. Sales reps can jump on high-value prospects without delay.
🔀
Route deals based on submitted criteria
Send enterprise opportunities to priority workflows and standard inquiries to general pipelines. Conditional automation ensures leads go to the right team members.
🔄
Keep destination records up to date
Synchronise opportunity stage updates between Salesflare and TeamWave in real time. Pipeline modifications reflect everywhere instantly.
🔍
Search and update instead of creating duplicates
Check existing records before creating new contacts or deals in TeamWave. Keep your database clean by updating matched profiles automatically.
📅
Handle later status and milestone changes
Update deal stages and create follow-up tasks when projects hit key milestones. Automated triggers keep post-sale execution running smoothly.
💬
Extend your workflow to Slack and Gmail
Connect your core sales pair with communication tools like Slack to notify channels and email clients automatically when deals progress.
And much more...

Who is Salesflare + TeamWave integration for?

Sales leaders, project managers, and operations teams who need to keep customer records, deals, and projects fully synchronised without manual copy-pasting.

Sales Directors
Sales Directors
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Sales Operations Specialists
Sales Operations Specialists
Delivery Leads
Delivery Leads
CRM Administrators
CRM Administrators
📈
Sales Directors
You're reviewing pipeline forecasts but your CRM records only update when reps manually export leads, so the revenue numbers you're reporting against are always a few hours behind — with this integration, every new opportunity lands in TeamWave instantly and your pipeline stays current.
Account Executives
You need to act fast on incoming leads, but waiting for manual handoffs means prospects go cold before anyone opens a deal — this integration means every Salesflare contact creates a TeamWave deal the moment it arrives so you can follow up immediately.
📊
Project Coordinators
You answer to clients who want to see project progress, but tracking deliverables across separate tools leads to constant status discrepancies — automating both apps means every won deal initiates a TeamWave project and keeps stakeholders fully informed.
⚙️
Sales Operations Specialists
The volume of incoming leads is too high for anyone to keep up by hand, resulting in duplicate contacts and missed follow-up tasks — connecting these apps means every submission populates clean records across Salesflare and TeamWave without manual intervention.
🤝
Delivery Leads
You own the project kickoff and depend on sales to hand over deal details, but missing information stalls your onboarding timeline — with this integration, every deal update flows straight into your project workspace so work starts without delay.
🗂️
CRM Administrators
You need a reliable customer history, but manual data entry leaves frequent gaps between contact creation and pipeline stages — integrating these apps means every record and task stays synchronised across your entire tech stack.
Our team

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Why choose Integrately to automate Salesflare + TeamWave

Build and manage your Salesflare + TeamWave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesflare + TeamWave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesflare to TeamWave?
Frequently Asked Questions
You can connect Salesflare and TeamWave instantly using ready-made workflows on Integrately. Select a pre-built template, link your accounts, and let 1-click setup or Integrately AI handle the configuration.
Can I automatically create deals in TeamWave from Salesflare opportunities?
Frequently Asked Questions
Can I connect Salesflare, TeamWave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesflare and TeamWave?
Frequently Asked Questions
How does Salesflare handle incoming contacts and leads?
Frequently Asked Questions
How does TeamWave manage deals and projects?
Frequently Asked Questions
Do I need coding skills to automate Salesflare and TeamWave?
Frequently Asked Questions
Is the Salesflare and TeamWave integration free?
Frequently Asked Questions
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You Can Also Connect Salesflare or TeamWave With 1500+ Other Apps

Salesflare
Popular Salesflare Integrations
Connect Salesflare to CRMs, email marketing tools, and analytics platforms to capture and nurture leads effectively.
TeamWave
Popular TeamWave Integrations
Sync TeamWave with project management, invoicing, and team collaboration tools to keep deliverables on track.
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TeamWave Integrations arrow right
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