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 salesflare docid 6oq8lrbzln9mrfq4l8 zh salesflare docid 6oq8lrbzln9mrfq4l8 zh obtain your api key in salesflare to obtain your api key from your salesflare account log in to your salesflare account in the left sidebar, click settings > api keys in the bottom right corner, click the blue plus icon , and enter a name for your api key click create 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 log in to your make account, add a salesflare module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the api key field, enter the api key copied above optional click show advanced settings and enter your api url click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more salesflare modules if your connection requires reauthorization at any point, follow the connection renewal steps connect an application docid\ so88fm6pkt0g adkddfzz build salesflare {{scenario plural}} 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