Intégration Salesflare + Hipcall

Salesflare

Salesflare est tout simplement une plateforme CRM puissante. Cela automatise vos données pour établir de meilleures relations et réaliser plus de ventes. Une machine à vendre rapide, visuelle et facile à utiliser.

Lorsque cela se produit (déclencheurs)

Effectuer ceci (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Salesflare
New Contact
Triggers when a new contact is added
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Contact Updated
Triggers when an existing contact is updated.
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New Task
Triggers when a new task is added
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New Account
Triggers when a new account is added
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New Opportunity
Triggers when a new opportunity has arrived
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New Tag
Triggers when a new tag is added.
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Opportunity Updated
Triggers when an existing opportunity is updated.
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Completed Task
Triggers when a task is completed.
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Create an Opportunity
Creates an opportunity to users.
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Create a Contact
Creates a new contact.
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Create an Account
Creates a new account.
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Add Contact to Account
Adds a new contact to your account.
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Add Tag to Account
Add tags to an existing account.
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Add Tag to Contact
Add tags to an existing contact.
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Create a Task
Creates a new task and assigns it to the user.
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Create a Meeting
Create a meeting to your account.
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Create an Internal Note
Creates an internal note.
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Update Opportunity
Updates an existing opportunity.
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Update Task
Updates a task.
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Find Account by Name
Searches existing account by name.
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Find Contact by Email
Lists all your contacts by email address.
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Find Opportunity
Searches existing opportunities.
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Find Opportunity by Name
Finds opportunity by name.
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Get Account Custom Fields
Lists all custom fields from your account.
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Get All Contacts
Lists all your contacts.
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Get Contacts Custom Fields
Lists all custom fields of a contact.
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Get Opportunities Custom Fields
Lists all custom fields of opportunities.
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List Accounts
Lists all your accounts.
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Find Contact by Account ID
Lists all your contacts by account ID.
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Search Pipeline
Searches a pipeline.
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Find Contact by Phone Number
Lists all your contacts by phone number.
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Search Task by Description
Searches existing task by description.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.