Connect Salesflare and Symbl.ai to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

Symbl.ai

Automatically do this!

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Actions and Triggers

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 Event

New Workflow Step Event

Triggers when new workflow step event is 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

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Salesflare and Symbl.ai?

To start, connect both your Salesflare and Symbl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Symbl.ai (or vice versa).

Can we customize how data from Salesflare is recorded in Symbl.ai?

Absolutely. You can customize how Salesflare data is recorded in Symbl.ai. This includes choosing which data fields go into which fields of Symbl.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesflare and Symbl.ai?

The data sync between Salesflare and Symbl.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesflare to Symbl.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesflare and Symbl.ai?

Yes, you can set conditional logic to control the flow of data between Salesflare and Symbl.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

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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Symbl.ai

About Symbl.ai

Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.

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