Salesflare + SmartSuite Integration

Integrate Salesflare to SmartSuite in one click, or tell Integrately AI how you want each contact handled. Create records, update opportunities, track tasks, and keep your workspace synchronized automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
Arrow Right
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
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows Ready Workflows for Salesflare + SmartSuite Integration

Capture new contacts, create records, update opportunities, track tasks, and synchronize your data, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + SmartSuite Integration

Create SmartSuite row for new Salesflare person

When a new person is created in your Salesflare, you can automatically create a row for them in your SmartSuite. 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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SmartSuite + Salesflare Integration

Create Salesflare person for new SmartSuite row

Automatically creating Salesflare person records for new SmartSuite row 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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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 + SmartSuite flow

Extend your automation stack by connecting email, messaging, scheduling, and marketing tools to your core workflow. Pick a combination and activate it in one click.

Salesflare
SmartSuite
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (2)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google DriveGoogle Drive (2)
S
S
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Create a SmartSuite record from every Salesflare contact, and send a welcome email in Gmail
New Salesflare contacts become SmartSuite records instantly while Gmail sends a welcome email, eliminating manual data entry.
S
S
G
When an opportunity is created in Salesflare, add a SmartSuite record and email the sales team via Gmail
New Salesflare opportunities generate SmartSuite records and notify your sales team via Gmail instantly.
S
S
G
When a SmartSuite record is updated, update the Salesflare contact and send a summary email in Gmail
SmartSuite record updates automatically sync back to Salesflare while sending a summary email via Gmail.

Supported triggers and actions for Salesflare and SmartSuite

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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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
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What can you automate with Salesflare + SmartSuite?

Streamline your sales and work management operations with reliable, automated workflows.

What you can automate?
🔄
Sync new contacts into records instantly
Create a SmartSuite record automatically the moment a new contact is created in Salesflare. Eliminate manual data entry and keep your workspace updated.
📥
Capture every submitted field
Map all available contact details and custom fields from Salesflare directly into separate SmartSuite columns for comprehensive tracking.
🔔
Alert your team the moment deals arrive
Send instant notifications to your team via Slack or email whenever a new opportunity is created in Salesflare.
🔀
Route records based on deal stage
Apply conditional rules to create records in specific SmartSuite workspaces depending on whether an opportunity is standard or enterprise tier.
🔄
Keep records updated across platforms
Synchronise record updates in SmartSuite back to Salesflare accounts and contacts automatically as projects progress.
🛡️
Prevent duplicate entries
Search existing workspace records before creating new ones to maintain clean data hygiene across your Salesflare and SmartSuite databases.
📅
Manage opportunity stage transitions
Trigger automated updates in SmartSuite whenever an opportunity stage changes in Salesflare to reflect your current pipeline status.
🔗
Extend workflows to external apps
Connect your core Salesflare and SmartSuite setup with Gmail, Slack, or Google Drive to trigger downstream follow-up actions effortlessly.
And much more...

Who is Salesflare + SmartSuite integration for?

Connecting Salesflare and SmartSuite eliminates manual data entry, keeping sales pipelines and project workflows synchronized for teams of every size.

Revenue leaders
Revenue leaders
Sales account executives
Sales account executives
Client success managers
Client success managers
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Data analysts
Data analysts
📈
Revenue leaders
You rely on accurate pipeline metrics to forecast quarterly growth, but your tracking boards only update when someone manually exports contacts, so your figures are always outdated — this integration means every new contact lands in your workspace instantly and your numbers stay current.
Sales account executives
You need to follow up with inbound leads the moment they express interest, but notification delays leave prospects waiting hours for a response — automating both apps means every opportunity triggers immediate record creation so you can engage prospects first.
📋
Client success managers
You need a clear history of every customer interaction to report on onboarding progress, but missing contact entries create frustrating gaps in your client logs — this integration means every handover from sales to success is captured accurately in your workspace.
🚀
Sales operations teams
You manage high volumes of incoming leads and accounts across multiple systems, but manual data transfer causes frequent record duplication — connecting these apps means contact creation flows smoothly without repetitive administrative overhead.
🤝
Project coordinators
You depend on upstream sales teams to hand over new client details before project setup can begin, but communication bottlenecks stall your project kicks — automating both apps means new opportunities instantly initiate project records the moment they are closed.
🗂️
Data analysts
You build reports on customer acquisition and pipeline health, but inconsistent data entry between your CRM and work tracker distorts your analysis — integrating these apps means your historical records remain complete and reliable.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Salesflare + SmartSuite

Build and manage your Salesflare + SmartSuite 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 + SmartSuite 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 SmartSuite?
Frequently Asked Questions
You can connect Salesflare to SmartSuite in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations. Connect your accounts, choose your trigger event, and activate your workflow instantly with supported apps like Gmail, Slack, and Google Drive.
Can I automatically create a SmartSuite record when a new contact is added in Salesflare?
Frequently Asked Questions
Can I connect Salesflare, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesflare and SmartSuite?
Frequently Asked Questions
How do Salesflare contacts map into SmartSuite fields?
Frequently Asked Questions
Can I update SmartSuite records when a Salesflare opportunity stage changes?
Frequently Asked Questions
Do I need coding skills to automate Salesflare and SmartSuite?
Frequently Asked Questions
Is the Salesflare and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Salesflare or SmartSuite With 1500+ Other Apps

Salesflare
Popular Salesflare Integrations
Connect Salesflare to CRMs, email tools, and marketing platforms to manage and follow up on your leads.
SmartSuite
Popular SmartSuite Integrations
Sync SmartSuite with project management, reporting, and database tools to keep data working across your stack.