Integrate everything

Hook up your sales stack & automate it all

Imagine a world in which you can use the very best software tool for each job. Hook each of them up easily and the way you like it. And make them work for you as one.

Stop imagining, it’s real. ๐Ÿคฉ

Our latest product update features a series of big upgrades and additions that will make integrating Salesflare in your sales stack even easier and more powerful.

Ready to give your productivity an extra boost?


A big upgrade for our Zapier integration

Wish you could update things (not just create them) in Salesflare with Zapier? Or… make use of custom fields? Or… merge accounts if they already exist?

That and much more is included in our latest Zapier upgrade. ๐Ÿคฏ

Want to move opportunities to different stages? That’s just one of the new possibilities. ๐ŸŒˆ

Just head to Zapier to start using the new version of the integration.

If you’ve asked us previously for one of these updates via chat or support email, we’ll update you personally as always. ๐Ÿ‘Š

Note: updates to fields with options (like custom fields with dropdowns, autocompletes, and tags) are not supported yet. Still, most other types of custom fields (text, long text, number, URL, date, checkbox, tri-state checkbox) can be updated now.

 

Integrate everything using Integromat

If you want to try an alternative to Zapier, we present you with our newest integration to rule many integrations: Integromat.

Pros of Integromat are its nice drag-and-drop flow diagrams, its easy branching, and its advanced controls.

Some things require a bit of technical knowledge or some time to figure it out.

We’d therefore say it’s a powerful tool for power users. ๐Ÿ’ช

Integrate Salesflare in minutes with Integromat. โš™๏ธ

 

Filter your timelines by contact

Want to see the touchpoints with one or a few contacts only?

Next to filtering to see only interactions of a certain type (like email, call, website visit, …), you can now also filter by contact(s).

It’s behind the same filter button at the top right of the timeline. ๐Ÿ‘‡

Only want to see what’s up with a specific contact? Hit the filter icon at the top right. ๐Ÿ”ป

 

Many more improvements and bug fixes

We fixed the bugs you reported, upped the performance in some places, tweaked some app flows, and much more. As always, keep the feedback coming through the live chatโ€Šโ€”โ€Šwe thrive on it! ๐Ÿ˜


Coming up nextโ€ฆย ๐Ÿฅ

  • Email templates ๐Ÿ’Œ
  • Upgraded automation behind suggested email tasks โš™๏ธ
  • A series of new features in our Outlook plugin ๐Ÿ™Œ
  • Email workflows ๐Ÿ˜ฒ (it’s a huge feature, so it might take a bit longer)

Ready to power up your sales? Give Salesflare a try. Weโ€™re an easy-to-use sales CRM for small B2B companies thatโ€™s chock-full of automation and always up to date!

get Salesflare

We hope you liked this feature update. If you did, follow us on social media!

๐Ÿ‘‰ You can follow @salesflare on Twitter, Facebook and LinkedIn.

Salesflare

The Team at Salesflare
We're the team at Salesflare, the simply powerful CRM for small businesses. We love helping small businesses grow with helpful content and a beautiful product. Thank you for reading our blog!

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