
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Created

Automatically do this!
Enable Integrations or automations with these events of Salesflare and Kite
Trigger When a new Account is created
Trigger when New Contact Created
Trigger when new opportunity is created
Trigger when a new task is created
Runs when new workflow step created
Find an account
Find a contact
Find an Opportunity
Find a person by ID, name, or account.
Find a Pipeline Stage
Find a User

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To start, connect both your Salesflare and Kite accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Kite (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in Kite. This includes choosing which data fields go into which fields of Kite, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and Kite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesflare and Kite. 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 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
Learn MoreKite is a cutting-edge trading platform developed by Zerodha, designed to provide users with a seamless and efficient trading experience. It offers a user-friendly interface, advanced charting tools, and real-time market data to help traders make informed decisions. With Kite, users can trade in stocks, commodities, and currencies with ease, leveraging its robust features and integrations.
Learn More