Connect Salesflare and Heepsy to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

Heepsy

Automatically do this!

Enable Integrations or automations with these events of Salesflare and Heepsy

Enable Integrations or automations with these events of Salesflare and Heepsy

Triggers

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Event

New Workflow Step Event

Triggers when new workflow step event is created.

Request a new Trigger for Salesflare

Actions

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a Person

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

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Frequently Asked Questions

How do I start an integration between Salesflare and Heepsy?

To start, connect both your Salesflare and Heepsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Heepsy (or vice versa).

Can we customize how data from Salesflare is recorded in Heepsy?

Absolutely. You can customize how Salesflare data is recorded in Heepsy. This includes choosing which data fields go into which fields of Heepsy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesflare and Heepsy?

The data sync between Salesflare and Heepsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesflare to Heepsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesflare and Heepsy?

Yes, you can set conditional logic to control the flow of data between Salesflare and Heepsy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Salesflare

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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Heepsy

About Heepsy

Heepsy is a platform designed to help businesses and marketers find and analyze influencers for their marketing campaigns. It provides tools to search for influencers based on various criteria, analyze their profiles, and manage influencer marketing campaigns effectively.

Learn More