Salesflare : How to integrate Continually with Salesflare
Integrate Continually with Salesflare and send leads captured on Continually over to your Salesflare account.
In this article, we will cover:
- How to connect Continually to a Salesflare account
- How to sync leads to another account
- How to sync more than 1 bot to an account
- Mapping your Continually variables to Salesflare fields
How to connect Continually to a Salesflare account
Go to the Apps page, find the Salesflare integration and click Connect. Go to Salesflare API page and create a new API key, copy and paste it into Continually and click Connect.
After successfully connecting, create your first list, you have an option to sync all bots or a certain bot with an option to sync all existing leads.
How to sync leads to a second list
- 1
- Go to your apps page, find the Salesflare integration and click View preferences
- 2
- Click on Add another list.
- 3
- Select the list you want and choose to specify a bot.
- 4
- Then save your changes.
- 1
- Go to your apps page, find the Salesflare integration and click View preferences
- 2
- Click on Variable mapping
- 3
- Select where each Continually variable maps to
Note: If you want to stop the syncing of a list, simply click on Deactivate list and it will stop syncing it without removing it.
How to sync more than one bot to a list
So you have added your list and see the option to sync all bots or specify a bot. But maybe you want more than one? Here's how to do it.
You can repeat this step but select a different bot each time to sync more than one bot to your list.
Mapping your Continually variables to Salesflare
You can set where each of your Continually variables maps to on your Salesflare account.
Note: Some variables are not able to be re-mapped. They are highlighted grey. You can select the syncing behavior for these variables. You can sync them when they the Salesflare field is empty or always sync them or never update them.