Salesflare Integration

LMD

Member
Hi, I am having trouble set up this workflow. I would like when a new contact is added to Salesflare, then a new account is added to Salesflare, then a new Opportunity is added to salesflare, and a new task is added to Salesflare plus a couple of tags are added to the opportunity
 
P

Pabblymember11

Guest
Hey @LMD

You can simply pick the trigger of Salesflare of the "New Contact" trigger type and then create the contact in your Salesflare. Afterward, press the "Save & Send Request" button to capture the webhook from Salesflare in which you can catch the new contact which you have created.

Further, you can add all the required action steps of Salesflare and by mapping/typing the required fields. Please check out the following screenshot for a better understanding.


2021-09-22_17h04_51.png
 
Top