Integrate Salesflare with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find account in Salesflare when New Activity in Sage-sales-management
Find Contact in Salesflare when New Activity in Sage-sales-management
Find Opportunity in Salesflare when New Activity in Sage-sales-management
Find Person in Salesflare when New Activity in Sage-sales-management
Find Pipeline Stage in Salesflare when New Activity in Sage-sales-management
Start from a real workflow other teams are already running.
Salesflare
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Created
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Find account in Salesflare when New Activity in Sage-sales-management
Use this flowFind Contact in Salesflare when New Activity in Sage-sales-management
Use this flowFind Opportunity in Salesflare when New Activity in Sage-sales-management
Use this flowFind Person in Salesflare when New Activity in Sage-sales-management
Use this flowFind Pipeline Stage in Salesflare when New Activity in Sage-sales-management
Use this flowFind User in Salesflare when New Activity in Sage-sales-management
Use this flowFind a Workflow in Salesflare when New Activity in Sage-sales-management
Use this flowAdd Contact to Account in Salesflare when New Activity in Sage-sales-management
Use this flowAdd User to Account in Salesflare when New Activity in Sage-sales-management
Use this flowCreate Account in Salesflare when New Activity in Sage-sales-management
Use this flowEverything you can automate between Salesflare and Sage Sales Management.
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
Runs when new workflow step created
Triggers when a new activity 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 by ID, name, or account.
Find a Pipeline Stage
Find a User

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn moreSign up for a free viaSocket account, then authorize both your Salesflare and Sage Sales Management accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Salesflare and Sage Sales Management as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sage Sales Management. No coding required.
Yes. You can set up a workflow where Salesflare triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management triggers actions in Salesflare. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Salesflare and Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesflare and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.