Salesflare
CRM for small and mid-size B2B teams: accounts, contacts, opportunities, tasks, workflows, and logged calls, meetings, and notes.
API Key71 tools
Connect Salesflare
Free account. No credit card required.
Three ways to use Salesflare
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Salesflare.
Create a call
Create a call
Tool
Create a contact
Create a contact. When payload is an array you will get an array back, if just an object or an array with 1 item you get an object back.
Tool
Create a custom field of a type
Create a custom field of a type
Tool
Create a meeting
Create a meeting
Tool
Create an account
Create an account
Tool
Create an internal note (POST /message/{message_id}/feedback)
Create an internal note
Tool
Get started automating Salesflare
01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.