Salesflare + Salesforce Integration

Integrate Salesflare to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture incoming contacts, create matching leads, update your pipeline, and alert your team automatically.

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1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesflare + Salesforce Integration

Create matching leads, organise incoming contacts, update records, and keep your pipeline current, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + Salesforce Integration

Create Salesforce contact for new Salesflare person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesflare - Salesforce integration, anytime a new Salesflare person is created, an Salesforce contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Salesforce + Salesflare Integration

Create Salesflare person for new Salesforce record

Automatically creating Salesflare person records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesflare + Salesforce Integration

Create Salesforce record for new Salesflare person

When a new person is created in your Salesflare, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Salesflare + Salesforce Integration

Create Salesforce opportunity from new Salesflare person

Anytime a new person is created in your Salesflare, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Salesflare - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesflare + Salesforce flow

Sync your customer data across platforms, update marketing lists, and notify your team the moment data moves. Pick a combination and activate it in one click.

Salesflare
Salesforce
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
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CalendlyCalendly (3)
S
S
H
When a contact is created in Salesflare, create a lead in Salesforce and add a contact in HubSpot.
New Salesflare contacts instantly become Salesforce leads and HubSpot contacts without any manual re-typing.
S
S
H
When an opportunity is created in Salesflare, update the record in Salesforce and create a deal in HubSpot.
Keep your sales pipeline updated across Salesflare, Salesforce, and HubSpot the moment an opportunity opens.
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S
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When a task is created in Salesflare, update Salesforce and create a task in HubSpot.
Ensure follow-up tasks are tracked across Salesflare, Salesforce, and HubSpot instantly.
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S
C
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Use Claude to evaluate new Salesflare contacts. If verified, create a Salesforce lead and add a contact in HubSpot.
Qualify Salesflare contacts with Claude before automatically creating records in Salesforce and HubSpot.

Supported triggers and actions for Salesflare and Salesforce

Mix and match to build the exact automation you need

Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Salesflare + Salesforce?

Streamline your customer data workflows, eliminate manual data entry, and keep your entire sales stack synchronized.

What you can automate?
Sync new contacts instantly across platforms
Turn every incoming Salesflare contact into a verified Salesforce lead the moment it is created, ensuring zero delay in your pipeline workflow.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Salesflare into separate Salesforce record attributes instead of just names and emails.
🔔
Alert your sales team immediately
Notify the right representative or channel the second a high-value opportunity or lead is created in your systems.
🔀
Route records based on submitted criteria
Send enterprise accounts and standard leads to different pipeline stages depending on the specific values submitted in Salesflare.
🔄
Keep records updated as deals progress
Automatically update Salesforce records whenever opportunity stages or contact details change in Salesflare.
🔍
Prevent duplicate records automatically
Search existing databases before creating new records, ensuring clean data management across your entire sales stack.
💰
Manage later status changes and deal closures
Update deal statuses in Salesforce when opportunities are won or lost in Salesflare without lifting a finger.
💬
Extend your workflow to team messaging apps
Trigger instant Slack notifications or email updates alongside your core Salesflare and Salesforce sync.
And much more...

Who is Salesflare + Salesforce integration for?

Sales teams, revenue operations managers, and business owners use this integration to keep customer records accurate across platforms without manual copy-pasting.

Revenue operations managers
Revenue operations managers
Sales development reps
Sales development reps
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Sales operations specialists
Sales operations specialists
Business owners
Business owners
📈
Revenue operations managers
You report on pipeline metrics and make strategic decisions from your CRM data, but manual exports leave your dashboards hours behind — with this integration, every new contact lands in Salesforce instantly and your reports stay current.
Sales development reps
You need to reach out to incoming leads immediately, but waiting for manual data entry causes critical delays in your response times — with this integration, every new Salesflare contact creates a Salesforce lead the second it arrives.
🤝
Account executives
You manage client pipelines and report progress to stakeholders, but missing records create blind spots in your deal tracking — with this integration, every opportunity update syncs across both platforms without manual intervention.
📊
High-volume sales teams
The volume of incoming leads is too high for anyone to keep up by hand, leading to lost contacts and untracked accounts — with this integration, every submission is captured and logged automatically across systems.
🔄
Sales operations specialists
You own the handoff between lead capture and CRM management, but manual entry introduces human error — with this integration, data flows cleanly from Salesflare into Salesforce without duplication.
📁
Business owners
You need a reliable history of all customer interactions, but fragmented tools lead to frustrating data gaps — with this integration, your complete sales history is maintained accurately in one place.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesflare + Salesforce

Build and manage your Salesflare + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesflare + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesflare to Salesforce?
Frequently Asked Questions
You can connect Salesflare to Salesforce in 1 click using ready workflows or by using Integrately AI to build custom multi-step automations with apps like Slack and Google Sheets.
Can I automatically sync Salesflare contacts to Salesforce leads?
Frequently Asked Questions
Can I connect Salesflare, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesflare and Salesforce?
Frequently Asked Questions
How does Salesflare handle incoming contact data when triggered?
Frequently Asked Questions
How are Salesforce leads updated when a new Salesflare opportunity is created?
Frequently Asked Questions
How can I set up this integration without writing any code?
Frequently Asked Questions
Is the Salesflare and Salesforce integration free?
Frequently Asked Questions
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