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Salesflare Zapier integrationAutomate Salesflare with Zapier.

The Salesflare Zapier integration gives you 6 triggers, 13 actions and 7 searches to push new deals, contacts and tasks out of your CRM, or feed it from your other tools, without retyping a single record by hand, even on the free plan.

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Overview

What the Salesflare Zapier integration actually does for a sales team

Zapier sits between Salesflare and your other apps. When something new shows up in the CRM (an account, a contact, a deal, a task), it can start an automation. The other way round, it can write into Salesflare: create a contact, log a call, move an opportunity forward, all without you opening the CRM.

Three results you can expect once it runs. No inbound lead left without a next step: New Contact fires, Create Task puts a call on someone's list. A CRM that fills itself from your forms and calendars: Create Contact, Create Meeting and Create Call log what happened elsewhere, so the account history in Salesflare stays complete. Deals that update from the tools where the work really happens: Update Opportunity, paired with the search Find Opportunity, changes a deal you never had to open.

Now the part the app directory skips. All six Salesflare triggers are polling triggers: none of them is instant, so a free plan always waits for the next check. Every trigger starts with the word New. There is no trigger for a deal that changes stage or a contact that gets edited, only for items that appear. And there is no delete action at all: Zapier can create, update, attach and remove a contact from a workflow, but it cannot erase anything in Salesflare.

If you are weighing tools before you build, the Salesflare Make integration covers the same CRM from the Make side, and our Make vs Zapier comparison lays the two models side by side, criterion by criterion.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English, once.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every single time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for that event to happen.
Action
What the Zap does after it starts: the step that writes, sends or moves something for you, in Salesflare or in another app.
Task
The unit Zapier bills. One task equals one action your Zap completed successfully, and your plan counts how many of those you use.
Polling vs instant
A polling trigger is checked on a timer, Zapier asks the app what is new. An instant trigger is pushed by the app itself, the moment it happens.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and quietly stops it in every other case.
Search step
A step that looks up something already in an app, like an existing account, so the steps after it can reuse what it found.
Cost

What a Salesflare Zap really costs you

Salesflare is not a premium app on Zapier, so it works from the free plan. The real constraint is elsewhere.

  • Free plan100 tasks per month
  • Free plan Zap size2 steps: 1 trigger, 1 action
  • Salesflare premium app?No
  • Billed per runEach successful action

The trigger never costs a task, and neither does Zapier checking Salesflare for new items, however often it looks. You pay per action that succeeds: a Zap with three actions eats three tasks per run, and an action that fails is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a filter, a search like Find Contact or a second action and the Zap becomes multi-step, which means a paid plan.

Connect

Connect Salesflare to Zapier in three steps

  1. 01

    Open your Apps page

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Salesflare account linked to Zapier once, then reused by every step that touches Salesflare.

  2. 02

    Pick Salesflare and confirm

    Type Salesflare in the search box of the dialog, select it, then click Add connection. A new tab opens on the Salesflare side. You need an existing Salesflare account here, there is nothing to create from Zapier.

  3. 03

    Sign in and grant access

    Log in to Salesflare in that tab and allow Zapier to reach the account. If your Zaps will touch accounts or deals you do not own, make sure your Salesflare user can read and write them first.

First Zap

Your first Zap: a call task for every qualified new contact

GoalEach new contact in Salesflare that matches your condition gets a call task.

  1. 01

    Build: pick the trigger

    Create a new Zap, choose Salesflare as the app and New Contact as the event. Select the connection you just made. This is a polling trigger: on the free plan Zapier checks every 15 minutes.

  2. 02

    Test the trigger

    Run the test. Zapier pulls the three most recent contacts from your Salesflare account, so pick a real one. Every field you map later comes from that sample.

  3. 03

    Add the filter

    Click the plus icon, add Filter, then set the field to look at, the rule and the value. Mind the rule type: a text rule on a number never passes. This step makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add Create Task

    Add a Salesflare action, pick Create Task and fill the Description field, which is required. Map the contact's name into it so the rep knows who to call without searching.

  5. 05

    Test, then publish

    Test the action once and check the task in Salesflare. Then click Publish to switch the Zap on. From now on, only contacts created after that moment go through.

Triggers

The 6 Salesflare triggers

6 events start a Zap when something happens in Salesflare. Zapier checks for them at the interval your plan allows.

1

New Account

Polling trigger

In Zapier“Triggers when a new account has been added.”

Starts your Zap each time a company record appears in Salesflare. It is the natural starting point for anything that should happen once per client company rather than once per person.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a consultancy that opens a shared project folder or a billing record for every new client account.
Watch out
if your Zap also uses Create Account, keep it away from this trigger or each new account will start the loop again.
2

New Contact

Polling trigger

In Zapier“Triggers when a new contact is added.”

Watches your Salesflare contact list and hands each fresh person to the Zap. Salesflare captures contacts automatically, so on a paid plan a filter behind it lets through only the people that matter to the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an SDR team that wants every inbound person added to a nurture list in its email tool.
Watch out
contacts that already existed before you published the Zap are never picked up, so import the backlog separately.
3

New Opportunity

Polling trigger

In Zapier“Triggers when a new opportunity has arrived.”

Fires when a deal lands in one of your Salesflare pipelines. This is the trigger to use when the moment that matters is the start of a sale, not the arrival of a new name. It only reacts to new deals: a deal moving from one stage to the next does not start it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a B2B software seller who posts every fresh deal to the team chat so the account executive and the presales engineer both see it.
4

New Task

Polling trigger

In Zapier“Triggers when a new task is added.”

Picks up every to-do added in Salesflare. Useful when tasks need to live somewhere else too, like a personal to-do app or a shared board that the rest of the company actually reads.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a founder who sells part-time and wants CRM tasks to appear in the same list as everything else on the week's plate.
Watch out
do not pair it with Create Task in Salesflare, or each task the Zap writes starts the Zap again.
5

New Workflow Event

Polling trigger

In Zapier“Triggers when an event happens to your workflow.”

Reports what happens inside one of your Salesflare workflows, the automated sequences you set up in the CRM, where a step can be something like sending an email. Each event on that workflow starts the Zap, which lets you react outside Salesflare to how a sequence is going.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an agency running an outbound sequence that wants a line in its reporting sheet for every event on that campaign.
Watch out
the Workflow field is required, so the workflow has to exist in Salesflare before you can set up the trigger.
6

New Workflow Step Event

Polling trigger

In Zapier“Triggers when an event happens to your workflow step.”

Narrower than the previous one: it watches a single step of a Salesflare workflow and a single kind of event on that step. You choose the workflow, the step and the event, and the Zap only moves when that exact combination happens.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a sales lead who wants a call task only when the third email of a sequence produces the event they care about.
Watch out
Step Number is the number shown in front of the step name when you edit the workflow in Salesflare, so check it there first.
Actions

The 13 Salesflare actions

Salesflare gives you 13 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Contact to Account

Action

In Zapier“Add a contact to an account.”

Links a person who already exists in Salesflare to a company that already exists too. Both IDs are required, so this action usually follows two searches, or a trigger and one search.

When to use it
a new hire at a client company who signs up separately and needs attaching to that client's account.
2

Add User to Account

Action

In Zapier“Add a user to an account.”

Assigns one of your own Salesflare users to an account in Salesflare. The account ID and the user are both required, and Find User gets you the second one.

When to use it
routing new enterprise accounts to the rep who covers that segment.
3

Create Account

Action

In Zapier“Creates a new account.”

Adds a company to Salesflare from data that arrived in another app. One setting matters more than the rest: you can tell it to reuse an existing account that has the same name rather than make a second one.

When to use it
a signup form for business trials that should open a company record straight away.
Watch out
leave Update if Account Already Exists off and two forms from the same company give you two accounts.
4

Create Call

Action

In Zapier“Creates a new call.”

Logs a phone call in Salesflare after the fact. The Start Date field is required, so the step that feeds it must carry a date and time for the call, typically your phone or dialer tool.

When to use it
a cloud phone system whose completed calls should appear on the customer's timeline.
5

Create Contact

Action

In Zapier“Creates a new contact.”

Writes a new person into your Salesflare contacts. It is the simplest way to make sure people who reached you outside email, through a webinar or a chat widget, still end up in the CRM.

When to use it
a webinar registration tool that should push every attendee into the CRM for follow-up.
Watch out
to avoid duplicates, use the find-or-create version of Find Contact instead.
6

Create Meeting

Action

In Zapier“Creates a new meeting.”

Records a meeting in Salesflare, with a required Start Date. Handy when meetings are booked in a tool the CRM does not watch, so the account history still shows that the meeting took place.

When to use it
a scheduling page used by your sales engineers for technical demos.
7

Create Internal Note

Action

In Zapier“Creates a new internal note.”

Pins an internal note to an account. It needs the account ID and the note body, both required. Notes are where context from support tickets or onboarding calls stops getting lost.

When to use it
a support tool that should leave a note on the client account every time a ticket is escalated.
Watch out
without an account ID from an earlier step, add Find Account first.
8

Create Opportunity

Action

In Zapier“Creates a new opportunity.”

Opens a deal in Salesflare without anyone clicking through the pipeline. Pair it with a qualifying step upstream so only serious requests become opportunities and your forecast does not fill with noise.

When to use it
a quote request form that should start a deal the moment a prospect asks for pricing.
9

Create Task

Action

In Zapier“Creates a new task.”

Puts a to-do on a Salesflare task list. The Description field is required, so write the action right there: who to call, and why. It is the action that turns any signal from another tool into a concrete next step for a rep.

When to use it
a demo no-show in your booking tool that should become a call-back task.
10

Remove Contact From Workflow

Action

In Zapier“Remove a contact from a certain workflow”

Takes a person out of a running Salesflare workflow. Three things are required: the workflow, the contact ID and whether the person met the goal on the way out.

When to use it
a prospect who books a call elsewhere and should stop receiving the sequence right away.
Watch out
Met Goal? is required, so decide upstream which exits count as reaching the goal.
11

Update Account

Action

In Zapier“Update an existing account.”

Changes an account that is already in Salesflare. It needs the account ID, which usually comes from Find Account placed just before. Use it to keep company records in step with your billing or product data.

When to use it
a subscription that changes plan in your billing tool and should show on the company record.
12

Update Contact

Action

In Zapier“Updates an existing contact.”

Edits an existing person in Salesflare, identified by contact ID. Pair it with Find Contact when the source app only knows the email address, not the CRM's internal ID.

When to use it
a newsletter tool where a subscriber changes job title or company in their preferences.
13

Update Opportunity

Action

In Zapier“Update an existing opportunity.”

Moves or edits a deal that is already open. The opportunity ID is required; Find Opportunity gets it for you. This is the only way Zapier can push a deal forward, since no trigger reacts to stage changes.

When to use it
a signed contract in your e-signature tool that should advance the deal without a rep touching it.
Searches

The 7 Salesflare searches

7 search steps look for data that already exists in Salesflare, so a later step can use it.

A search step finds a record that already exists so the next step can use its ID. In the action list, searches sit at the bottom under the SEARCH heading. Some action fields also offer + Add search step, which inserts the right search and wires its result for you. How close a match must be is decided by Salesflare, not by Zapier. Three settings decide what happens next.

1

Find Account

SearchFind or create

In Zapier“Find an account.”

Looks up a company in Salesflare and returns its ID for Update Account, Create Internal Note or Add Contact to Account. The editor also shows Find or Create Account: same search, with the create box ticked, so a missing company gets made instead of stopping the Zap.

When to use it
invoices from your billing tool that should land on the right client.
2

Find Contact

SearchFind or create

In Zapier“Find a contact.”

Finds a person in your contacts and hands their ID on. Its find-or-create twin, Find or Create Contact, is the cleanest way to feed Salesflare from forms without piling up duplicates: it is the same search with the create box ticked.

When to use it
event badges scanned at a trade show.
3

Find Opportunity

Search

In Zapier“Find an opportunity.”

Locates an existing deal so Update Opportunity knows which one to change. Since no trigger reacts to deal changes, this search is the starting block of every deal-update Zap.

When to use it
a signed proposal that should advance the matching deal.
4

Find Person

Search

In Zapier“Find a person.”

Returns a person record from Salesflare. Test it next to Find Contact on a real sample before you pick one: the test shows exactly what each of the two hands on to the next step.

When to use it
checking whether someone is already known before you create anything.
5

Find Pipeline Stage

Search

In Zapier“Find a pipeline stage.”

Retrieves a stage from your Salesflare pipelines. Use it when a deal must land in, or move to, a specific stage and the source app only knows that stage by name.

When to use it
pushing a deal to the negotiation stage when a proposal goes out.
6

Find User

Search

In Zapier“Find a user.”

Finds one of the Salesflare users on your team. It is the missing piece for Add User to Account, which needs a user, and for routing work to a named rep.

When to use it
assigning an account to the rep whose name sits in your lead routing sheet.
7

Find Workflow

Search

In Zapier“Finds a Workflow”

Returns a Salesflare workflow from its name, which is required. It saves you from hard-coding a workflow choice when the name comes from another app, for example before Remove Contact From Workflow.

When to use it
pulling a contact out of whichever sequence your form says they were in.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that needed it. Switch it on and the Zap carries on with nothing.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a Salesflare Zap breaks

Zapier attaches no help article of its own to Salesflare, so the failures you will meet are the general ones.

Most broken Salesflare Zaps come from four situations. They are worth knowing before you publish. When one shows up anyway, the Zapier troubleshooting guide walks through the fix.

  • The Zap ignores your existing records

    A Zap only reacts to what happens after you publish it. Your current accounts, contacts and deals are never sent through. Moving that backlog is a separate job.

  • A loop that burns your tasks

    A Zap that writes into the place its own trigger watches restarts itself. New Contact plus Create Contact in the same Salesflare account is the classic case, and 100 free tasks go fast.

  • A bulk import gets held back

    After a bulk import or a migration, a trigger suddenly returns a huge batch. Zapier's flood protection can hold it back rather than run every record.

  • Why a record is not processed twice

    On polling triggers Zapier remembers what it has already seen, so the same contact or deal does not start the Zap a second time.
Need help

Need help automating Salesflare with Zapier?

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FAQ

Salesflare Zapier integration: your questions

01Is the Salesflare Zapier integration free?
Yes, Salesflare is not a premium app on Zapier, so it runs on the free plan. That plan gives you 100 tasks a month and unlimited Zaps, with a catch: each Zap is limited to two steps, one trigger and one action. As soon as you want a filter, a search such as Find Account, or a second action, the Zap becomes multi-step and needs a paid plan. For a single straight line, like a new deal creating a task, the free plan is enough.
02How many tasks does a Salesflare Zap use?
One task per action that succeeds, and nothing for the trigger. Zapier checking Salesflare for new contacts or deals is free however often it happens. A Zap with New Opportunity and Create Task costs one task per new deal. A Zap with a search and two actions costs up to three per run. Failed actions are not counted. Watch out for loops: a Zap that creates records in the place its own trigger watches restarts itself and can empty a monthly allowance quickly.
03Is Salesflare to Zapier real time?
No. All six Salesflare triggers are polling triggers, so Zapier checks for new items on a timer instead of being told the moment they appear. On the free plan that check runs every 15 minutes. Professional brings it to 2 minutes, Team and Enterprise to 1 minute, and paid plans can also run a check by hand from the editor. The trigger type comes from the app itself, so no setting in the editor turns a Salesflare trigger into an instant one.
04What do you need to connect Salesflare to Zapier?
An existing Salesflare account and a Zapier account. From the Apps page in Zapier, click + Add connection, search for Salesflare, confirm with Add connection, then sign in to Salesflare in the tab that opens and grant access. If your Zaps should touch accounts or deals owned by colleagues, your Salesflare user needs read and write rights on them. The connection is made once and every Salesflare step in every Zap reuses it.
05Why does a Salesflare action ask for an ID instead of a name?
Because actions like Update Account, Update Contact, Update Opportunity, Create Internal Note and Add Contact to Account work on records that already exist, and they identify them by their Salesflare ID. If no earlier step carries that ID, place the matching search first: Find Account, Find Contact or Find Opportunity. Many of these fields also offer + Add search step, which inserts the right search and wires its result in. Note that this adds a step, so the Zap needs a paid plan.
06What if the Salesflare operation you need is not in Zapier?
Then the honest answer is that Zapier cannot do it with this app today. There is no delete action, and no trigger reacts to a deal changing stage or a contact being edited, only to new items. A workaround sometimes exists: Update Opportunity combined with Find Opportunity covers deal changes started from another tool. When it does not, look at the same CRM on Make, or ask a specialist whether a different route fits the process better.
07Zapier, Make or n8n for Salesflare?
It depends on the criterion that matters most to you, not on a ranking. On Zapier, Salesflare comes with 26 ready-made operations and a connection made from the Apps page of your Zapier account. The limits to weigh are polling-only triggers and the two-step cap of the free plan. For the other two platforms, compare the same points: which Salesflare operations they expose, how a run is billed, and how fast a new record is picked up. That comparison, operation by operation, is what decides it for a CRM.
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