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Connect Salesflare and SimpleKPI

Integrate Salesflare with SimpleKPI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Salesflare and SimpleKPI.

When this happensTriggers

A trigger is an event that starts a workflow.

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 Created

New Workflow Step Created

Runs when new workflow step created

Request a new Trigger for Salesflare

Do thisActions

Action is the task that follows automatically within your Salesflare integrations.

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 by ID, name, or account.

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Salesflare
Salesflare + SimpleKPI
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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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Integrations SimpleKPI
SimpleKPI + Salesflare
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About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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Frequently Asked Questions

How do I connect Salesflare and SimpleKPI?

Sign up for a free viaSocket account, then authorize both your Salesflare and SimpleKPI 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Salesflare and SimpleKPI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Salesflare to SimpleKPI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SimpleKPI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Salesflare triggers actions in SimpleKPI, and a separate workflow where SimpleKPI triggers actions in Salesflare. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Salesflare and SimpleKPI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Salesflare and SimpleKPI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.