Connect Salesflare and Touch & Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Created
Choose an Action
Automatically do this!
- Request a new Action for Touch & Sell
Enable Integrations or automations with these events of Salesflare and Touch & Sell
Enable Integrations or automations with these events of Salesflare and Touch & Sell
Triggers
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Created
Runs when new workflow step created
Actions
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a person by ID, name, or account.
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
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Frequently Asked Questions
To start, connect both your Salesflare and Touch & Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Touch & Sell (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in Touch & Sell. This includes choosing which data fields go into which fields of Touch & Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and Touch & Sell 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 Touch & Sell. 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.
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
Learn MoreAbout Touch & Sell
Touch & Sell is a sales enablement application to improve your presentations and align your marketing and sales teams.
Learn More
