Salesflare is a customer relationship management (CRM) platform that automates data entry and provides insights into customer interactions.
Supercharge your sales processes with AI Agents that can intelligently manage customer relationships and automate key workflows.
Salesflare brings powerful CRM capabilities to B2B sales teams. Relevance AI enhances this with intelligent AI Agents that can automate customer interactions, qualify leads, and drive sales efficiency.
Intelligent Lead Scoring
The agent analyzes interactions to prioritize high-potential leads.
Proactive Customer Engagement
The agent initiates timely follow-ups based on customer behavior.
Predictive Sales Forecasting
Utilizes historical data to forecast trends and optimize resource allocation.
Relevance AI gives you access to a wide variety of Salesflare tools within your automated workflows and AI Agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Salesflare account
- A Relevance AI account with access to your projects
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Salesflare data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your workflows run smoothly when interacting with Salesflare's API endpoints.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Salesflare + Relevance AI integration without writing code:
- Organize your CRM data: Keep contact and deal information well-structured and up-to-date in Salesflare.
- Use OAuth securely: Ensure proper authentication setup and maintain secure API credentials.
- Follow API best practices: Respect rate limits and use appropriate HTTP methods for different operations.
- Validate responses: Monitor API response status codes and handle errors appropriately.
- Implement gradually: Start with simple API calls before attempting complex automations.
