Popular Salesflare + Waitwhile Workflows
Create Waitwhile visit for new Salesflare account
Create Salesflare task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in Salesflare and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Create Salesflare opportunity for new Waitwhile visit
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an visit is created in Waitwhile, it will trigger a corresponding opportunity creation in Salesflare.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update Salesflare person from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create contact in Salesflare
When Visit is created or updated in Waitwhile > Check any condition > Create opportunity in Salesflare
When Visit is created or updated in Waitwhile > Check any condition > Create opportunity in Salesflare
When Opportunity is created in Salesflare > Create or Update Visit in Waitwhile
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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 IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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