Salesflare + Hipcall Integration
Salesflare is simply a powerful CRM platform. That automates your data to build better relationships and make more sales. A fast, visual, and easy-to-use sales machine.
When this happens (Triggers)
Do this (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact
Triggers when a new contact is added
Triggers when a new contact is added
Contact Updated
Triggers when an existing contact is updated.
Triggers when an existing contact is updated.
New Task
Triggers when a new task is added
Triggers when a new task is added
New Account
Triggers when a new account is added
Triggers when a new account is added
New Opportunity
Triggers when a new opportunity has arrived
Triggers when a new opportunity has arrived
New Tag
Triggers when a new tag is added.
Triggers when a new tag is added.
Opportunity Updated
Triggers when an existing opportunity is updated.
Triggers when an existing opportunity is updated.
Completed Task
Triggers when a task is completed.
Triggers when a task is completed.
Create an Opportunity
Creates an opportunity to users.
Creates an opportunity to users.
Create a Contact
Creates a new contact.
Creates a new contact.
Create an Account
Creates a new account.
Creates a new account.
Add Contact to Account
Adds a new contact to your account.
Adds a new contact to your account.
Add Tag to Account
Add tags to an existing account.
Add tags to an existing account.
Add Tag to Contact
Add tags to an existing contact.
Add tags to an existing contact.
Create a Task
Creates a new task and assigns it to the user.
Creates a new task and assigns it to the user.
Create a Meeting
Create a meeting to your account.
Create a meeting to your account.
Create an Internal Note
Creates an internal note.
Creates an internal note.
Update Opportunity
Updates an existing opportunity.
Updates an existing opportunity.
Update Task
Updates a task.
Updates a task.
Find Account by Name
Searches existing account by name.
Searches existing account by name.
Find Contact by Email
Lists all your contacts by email address.
Lists all your contacts by email address.
Find Opportunity
Searches existing opportunities.
Searches existing opportunities.
Find Opportunity by Name
Finds opportunity by name.
Finds opportunity by name.
Get Account Custom Fields
Lists all custom fields from your account.
Lists all custom fields from your account.
Get All Contacts
Lists all your contacts.
Lists all your contacts.
Get Contacts Custom Fields
Lists all custom fields of a contact.
Lists all custom fields of a contact.
Get Opportunities Custom Fields
Lists all custom fields of opportunities.
Lists all custom fields of opportunities.
List Accounts
Lists all your accounts.
Lists all your accounts.
Find Contact by Account ID
Lists all your contacts by account ID.
Lists all your contacts by account ID.
Search Pipeline
Searches a pipeline.
Searches a pipeline.
Find Contact by Phone Number
Lists all your contacts by phone number.
Lists all your contacts by phone number.
Search Task by Description
Searches existing task by description.
Searches existing task by description.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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