Salesflare + Yanado Integration

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Salesflare + Yanado Integration

Create Yanado email task for new Salesflare person

Salesflare and Yanado are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Salesflare, do you also create a email task in Yanado? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Salesflare + Yanado Integration

Create Yanado email task for new Salesflare task

Salesflare provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesflare. Yanado is a great tool for this.

All you need to do is - integrate Yanado with Salesflare to create email task in Yanado automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
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Salesflare + Yanado Integration

Create Yanado email task for new Salesflare opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a email task in Yanado to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesflare? Well now there is!

With our integration between Salesflare and Yanado, creating email task in Yanado is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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Salesflare + Yanado Integration
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 stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
2.
  • 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
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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