The Course Creator's Kit + Salesflare Integration

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The Course Creator's Kit + Salesflare Integration

Create Salesflare person from new The Course Creator's Kit order

As an online store owner, you're likely using The Course Creator's Kit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate The Course Creator's Kit with Salesflare? This integration will allow you to automatically create a person for each new order in Salesflare.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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The Course Creator's Kit + Salesflare Integration

Create Salesflare task for new The Course Creator's Kit form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesflare tasks for new The Course Creator's Kit form submissions 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 The Course Creator's Kit form submission received today - your customers will thank you for it!
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Salesflare + The Course Creator's Kit Integration

Create The Course Creator's Kit contact for new Salesflare person

If you're using Salesflare to manage your sales leads, it's important to also use The Course Creator's Kit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Salesflare, a corresponding contact will automatically be created in The Course Creator's Kit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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The Course Creator's Kit + Salesflare Integration

Create Salesflare task for new The Course Creator's Kit event

Creating task in Salesflare is a great way to keep track of task that need to be completed when an event is created in your The Course Creator's Kit account.

With the help of this integration, when an event is created, a task will be automatically created in Salesflare and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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The Course Creator's Kit + Salesflare Integration
1.
  • The Course Creator's Kit
    Order is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Order is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Booking is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Contact is created or updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Form response is created in The Course Creator's Kit 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.
  • The Course Creator's Kit
    Update contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create product in The Course Creator's Kit
  • The Course Creator's Kit
    Search contact in The Course Creator's Kit
  • The Course Creator's Kit
    Delete contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create contact in The Course Creator's Kit
  • The Course Creator's Kit
    Update product in The Course Creator's Kit
  • The Course Creator's Kit
    Search product in The Course Creator's Kit
  • The Course Creator's Kit
    Create member in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member in The Course Creator's Kit
  • The Course Creator's Kit
    Create member group in The Course Creator's Kit
  • The Course Creator's Kit
    Update member group in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member group in The Course Creator's Kit
  • 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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