Integrate Salesflare with Retently

Trigger NPS/CSAT surveys after significant sales interactions or account updates, sync customer contact details and sales history, and use feedback scores to enhance sales strategies and customer relationship management.

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About Salesflare

Salesflare is a customer relationship management tool designed for startups and small businesses. It automates sales processes and helps track accounts and opportunities.

Salesflare logoRetently

Salesflare to Retently

1

New Account

Triggers when a new account has been added.
2

New Opportunity

Triggers when a new opportunity has arrived.
3

New Workflow Event

Triggers when an event happens to your workflow.
4

New Contact

Triggers when a new contact is added.
5

New Task

Triggers when a new task is added.
6

New Workflow Step Event

Triggers when an event happens to your workflow step.
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Retently to Salesflare

1

Add Contact to Account

Adds a contact to an account.
2

Create Account

Creates a new account.
3

Create Contact

Creates a new contact.
4

Create Internal Note

Creates a new internal note.
5

Create Task

Creates a new task.
6

Update Account

Updates an existing account.
7

Update Opportunity

Updates an existing opportunity.
8

Find Contact

Finds a contact.
9

Find Person

Finds a person.
10

Find User

Finds a user.
11

Find or Create Account

Finds or creates an account.
12

Add User to Account

Adds a user to an account.
13

Create Call

Creates a new call.
14

Create Meeting

Creates a new meeting.
15

Create Opportunity

Creates a new opportunity.
16

Remove Contact From Workflow

Removes a contact from a certain workflow.
17

Update Contact

Updates an existing contact.
18

Find Account

Finds an account.
19

Find Opportunity

Finds an opportunity.
20

Find Pipeline Stage

Finds a pipeline stage.
21

Find Workflow

Finds a workflow.
22

Find or Create Contact

Finds or creates a contact.

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