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Salesflare Integration & Workflow Automation

Run Salesflare on autopilot. Keep the veto.

63 actions

Your Salesflare CRM fires off contact deletions, opportunity updates, and account changes before you've had a chance to review them. Rills proposes each action; you approve.

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Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential crm action from Salesflare arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue 3

SALESFLARE · PIPELINE CLEANUP
82

Delete 8 stalled opportunities older than 90 days?

8 opportunities · no activity logged in 90+ days

Same criteria as last month's approved cleanup

3 contacts attached; none have open tasks

SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.

  3. Routine cases graduate themselves.

    Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.

03. Overview

About Salesflare automation

Pipeline edits and contact changes in a CRM go out quietly, and the ones you wish you'd caught first are the ones that matter most to a deal.

When Salesflare runs unsupervised

Operations that touch your active pipeline or contact records can break things fast, and there's no undo prompt before the damage reaches a prospect.

  • Delete Contact fires without confirmation, removing a prospect you were mid-conversation with and erasing the message history attached to them.
  • Delete Opportunity closes out a deal record that was still being worked, and your pipeline number drops before anyone notices.
  • Update Opportunity changes stage, amount, or owner on the wrong record because a rule matched too broadly.
  • Create Account duplicates a company entry when the matching logic was slightly off, splitting your contact history across two records.
  • Add Account Contacts attaches a contact to the wrong account when an email domain is shared across companies.

What Rills does inside Salesflare

Rills sits between the rule and the record. Before a Delete Contact, Update Opportunity, or Create Account action runs in Salesflare, the proposal surfaces for you to review. You approve Salesflare changes on your terms, not on an automation timer.

The contact stays in your pipeline until you say otherwise.

Why Salesflare has no triggers and how Rills fills the gap

Salesflare does not emit native event triggers, so there is no built-in way to start a Rills workflow the moment something changes inside the CRM. Rills fills that gap through scheduled polling and upstream signals from the tools that feed your pipeline.

  • Scheduled checks using List Opportunities on a set cadence catch stalled deals and propose an update or task creation before they go cold.
  • List Contacts runs on a schedule to surface duplicates or incomplete records and queues a merge or Delete Contact proposal for your review.
  • Upstream triggers from your inbox or form tool kick off a Create Account or Add Account Contacts proposal the moment a new lead comes in.
  • A scheduled Create Task proposal can flag any opportunity that has had no activity logged in a set number of days, so follow-up does not fall through quietly.
04. Actions

What Rills can do in Salesflare

6 of 63 actions across reads, writes, and updates.

  1. 01

    Create Account

    Adds a new company or organization to your Salesflare CRM to start tracking business relationships and sales activities. Automatically prevents duplicates by updating existing accounts when a matching domain is found.

  2. 02

    List accounts

    Retrieve and filter your Salesflare accounts based on criteria like name, creation date, company size, domain, tags, and engagement level to find the contacts and companies you need.

  3. 03

    Create Contact

    Add new contacts to your Salesflare CRM to build and organize your customer database. This operation lets you quickly capture contact information whether you're adding one person or multiple contacts at once.

  4. 04

    List Contacts

    Retrieve and search your Salesflare contacts with flexible filtering options to find specific people by name, email, phone, or other attributes.

  5. 05

    Create Meeting

    Create a new meeting record in Salesflare to log interactions with your contacts, whether scheduling future meetings or documenting past calls and conversations.

  6. 06

    Create Opportunity

    Add a new sales opportunity or deal to Salesflare linked to a company account. Use this to track potential sales and pipeline progress as you pursue new business opportunities.

05. FAQ

Common questions about Salesflare automation

How do I automate Salesflare contact and account creation without things going wrong?

Rills proposes the contact or account creation, then waits for your approval before anything writes to Salesflare. You review the proposed action from your phone, swipe to approve or reject, and only then does it go through. Nothing gets created behind your back.

Can I get mobile approvals before Salesflare tasks or meetings are created?

Yes. Every proposed task or meeting creation lands in your mobile approval queue first. You review it from your phone, see exactly what Rills is about to create, and decide whether it ships. No dashboard required. The action waits for your call.

How do I automate Salesflare opportunity tracking without letting AI run unsupervised?

Rills monitors your defined conditions and proposes updates to opportunities or contacts in Salesflare. Each proposal sits in a queue until you approve it. The AI does not touch your pipeline without your sign-off. Routine decisions can graduate to autonomous once you trust the pattern.

Can Rills automatically delete Salesflare contacts based on rules I set?

Rills can propose a contact deletion based on rules you configure, but it will not delete anything until you approve. Deletes are irreversible, so Rills holds them in your approval queue and waits. You see exactly which contact is flagged and why before it ships.

How is Rills different from Zapier for Salesflare automation?

Zapier fires actions the moment a trigger hits. Rills proposes the action and waits for your approval before anything touches Salesflare. If you have ever had a Zap create duplicate accounts or send the wrong data to a contact, Rills is the alternative where you keep the veto on every step.

Why use Rills instead of Make for Salesflare workflows?

Make runs scenarios automatically once you publish them. Rills inserts a human checkpoint before each action executes in Salesflare. You approve from your phone, not from a scenario editor. For CRM data you care about getting right, that checkpoint is the difference between a clean pipeline and a cleanup project.

Does Rills support Salesflare webhooks or does it need triggers to work?

Rills does not require Salesflare to emit events or webhooks to function. You define the conditions and operations, Rills proposes actions based on them, and your approval queue collects those proposals. The supported operations include creating accounts, contacts, tasks, meetings, and managing custom fields.

How much does Rills cost for Salesflare automation?

Approvals and workflow logic are free. You only pay when Rills executes a real action, such as an AI call or an external API operation inside Salesflare. Reviewing proposals, setting up workflows, and swiping to approve or reject on your phone costs nothing.

06. NEXT MOVE

Approve every Salesflare change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.