Wild Apricot + Salesflare Integration

Connect Wild Apricot to Salesflare in 1 click

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Use premium features free for 14 days.

Membership is lapsed in Wild Apricot Instant
Membership is created in Wild Apricot Instant
Contact is created in Wild Apricot
Event registration is created in Wild Apricot
Payment is created or updated in Wild Apricot
Invoice is created in Wild Apricot
Audit log item is created in Wild Apricot
Refund is Created or updated in Wild Apricot
Contact is created in Salesflare
Person is created in Salesflare
Opportunity is created in Salesflare
Account is created in Salesflare
Opportunity stage is created in Salesflare
Task is created in Salesflare
User is created in Salesflare

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Ready Workflows for Wild Apricot + Salesflare Integration

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Create Salesflare task for new Wild Apricot contact

In Wild Apricot, when you create a contact, it automatically creates a task in Salesflare for that contact. 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 contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Salesflare person for new Wild Apricot contact

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 Wild Apricot - Salesflare integration, anytime a new Wild Apricot contact 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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Create Wild Apricot 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 - Wild Apricot integration, anytime a new Salesflare person is created, an Wild Apricot 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.

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