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

Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
Explore more automations built by businesses and experts
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 lead is unsubscribed
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

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Smartlead AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Smartlead AI (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in Smartlead AI. This includes choosing which data fields go into which fields of Smartlead AI, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and Smartlead AI 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 Smartlead AI. 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 MoreSmartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn More