Salesflare + Erxes Integration

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Popular Salesflare + Erxes Workflows

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Erxes + Salesflare Integration

Create Salesflare opportunity for new Erxes contact

This automation makes it easy to create new opportunitys in Salesflare when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new opportunity will automatically be created in Salesflare.

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.
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Erxes + Salesflare Integration

Create Salesflare person for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesflare person and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Erxes + Salesflare Integration

Create Salesflare task for new Erxes contact

Salesflare and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesflare - Erxes integration, you can automatically create task in Salesflare whenever a new contact is created in Erxes.

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!
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Salesflare + Erxes 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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends an engage message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sends a message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
2.
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Update 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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