Popular Salesflare + EngageBay CRM Workflows
Create Salesflare opportunity for new EngageBay CRM contact
This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
Create Salesflare task for new EngageBay CRM contact
This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
Create EngageBay CRM contact for new Salesflare person
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 EngageBay CRM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update EngageBay CRM contact from new Salesflare person
Update Salesflare account for new EngageBay CRM contact
When Contact is created in Salesflare > Check condition > Create a contact in EngageBay CRM
When Person is created in Salesflare > Check condition > Create a contact in EngageBay CRM
When User is created in Salesflare > Check condition > Create a contact in EngageBay CRM
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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 IntegrationsEngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.
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