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

Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
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
Triggers when new workflow step event is created.
Triggers when new contact is created.
Action is the task that follows automatically within your Salesflare integrations.
Find an account
Find a contact
Find an Opportunity
Find a Person
Find a Pipeline Stage
Find a User

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Salesflare and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and Office 365 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 Office 365. 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 MoreMicrosoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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