CRM and Sales tools

Salesflare

11min

With Salesflare modules in Make, you can manage the accounts, campaigns, contacts, opportunities, tasks, and other elements in your Salesflare account.

To use the Salesflare modules, you must have a Salesflare account. You can create an account at app.salesflare.com/signup.

Refer to the Salesflare API documentation for a list of available endpoints.

Connect Salesflare to Make

To establish the connection, you must:

Obtain your API key in Salesflare

To obtain your API key from your Salesflare account:

  1. Log in to your Salesflare account.
  2. In the left sidebar, click Settings > API keys.
  3. In the bottom right corner, click the blue plus icon, and enter a name for your API key.
  4. Click Create.
  5. Copy the API key value shown and store it in a safe place.

You will use this value in the API Key field in Make.

Establish the connection with Salesflare in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Salesflare module to your , and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the API Key field, enter the API key copied above.
  4. Optional: Click Show advanced settings and enter your API URL.
  5. Click Save.
  6. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your  and add more Salesflare modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Salesflare 

Account

  • Watch Accounts
  • List Accounts
  • Get an Account
  • Create an Account
  • Add a Contact to an Account
  • Add a User to an Account
  • Update an Account
  • Delete an Account

Contact

  • Watch Contacts
  • List Contacts
  • Get a Contact
  • Create a Contact
  • Update a Contact
  • Delete a Contact

Opportunity

  • Watch Opportunities
  • List Opportunities
  • Get an Opportunity
  • Create an Opportunity
  • Update an Opportunity
  • Delete an Opportunity

Task

  • Watch Tasks
  • List Tasks
  • Create a Task
  • Update a Task
  • Delete a Task

Stage

  • List Pipeline Stages
  • Get a Stage

Person

  • List Persons
  • Get a Person

Other

  • List Internal Notes
  • Create a Meeting
  • Create a Call
  • Create an Internal Note
  • List Custom Fields
  • Make an API Call