Salesflare integration
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
What your agents can do with Salesflare
25 pre-built Salesflare tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (20)
Update Opportunity
Update an Opportunity.
Update Contact
Updates a contact.
Update Account
Update an account.
Remove Contact From Workflow
Remove a contact from a workflow.
Find Workflow
Finds workflows according to props configured, if no prop configured returns all workflows.
Find Users
Finds users according to props configured, if no prop configured returns all users.
Find Pipeline Stage
Finds pipeline stages according to props configured, if no prop configured returns all stages.
Find Person
Finds people according to props configured, if no prop configured returns all people.
Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities.
Find Contact
Finds contacts according to props configured, if no prop configured returns all contacts.
Find Account
Finds accounts according to props configured, if no prop configured returns all accounts.
Create Task
Create a task.
And 8 more, available in the tool step browser.
Triggers (5)
New Workflow Event
Emit new events when new workflows are created.
New Task Event
Emit new events when new tasks are created.
New Opportunity Event
Emit new events when new opportunities are created.
New Contact Event
Emit new events when new contacts are created.
New Account Event
Emit new events when new accounts are created.
Set up Salesflare in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Salesflare account
In Relevance AI, open Integrations and add Salesflare, then paste your API key. You will find it in your Salesflare account settings.
Use Salesflare in an agent
Create a tool, add a Salesflare tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Salesflare to work in your agents
Connect Salesflare alongside 1,800+ other integrations and let your agents run the busywork.