Salesflare

salesflare is a crm platform designed for small and medium businesses to automate sales tracking and customer management integrating salesflare with make com enables users to automate lead capturing, manage contacts, and sync sales pipelines across multiple tools this is ai generated content based on official salesflare documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //howto salesflare com/en/articles/2428962 how do i contact support directly requirements to use the salesflare app in make, you must have an active account and an api key, https //salesflare com/ for subscription, refer to the https //salesflare com/ connect salesflare and {{product name}} to get started, you must first create a connection between salesflare and {{product name}} , allowing the two services to communicate obtain your api key in your salesflare account create the connection in make obtain your api key in your salesflare account before you create the connection in {{product name}} , you should first obtain your api key in your salesflare account to obtain your api key navigate to settings click api key s copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //howto salesflare com/en/articles/1017460 do you have an api create the connection in {{product name}} https //www make com/en/register , add the salesflare module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your salesflare account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page salesflare modules after connecting to the salesflare app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a contact to an account adds a new contact to a specified account in your system add a user to an account adds a specified user to a selected account within your system create a call initiates and schedules a new phone call create a contact creates a new contact record in your selected application create a meeting creates a new online meeting event in your selected calendar or conferencing platform create a task creates a new task in your selected project or workspace create an account creates a new user account within the specified application or service create an internal note adds a new internal note to a specified record or item create an opportunity creates a new sales opportunity record in your crm system delete a contact permanently removes a specified contact from your account delete a task permanently removes a selected task from your account delete an account permanently removes a specified user account from the system delete an opportunity permanently removes a selected opportunity from your account get a contact retrieves detailed information about a specific contact get a person retrieves detailed information about a specific individual get a stage retrieves detailed information about a specific stage within your workflow get an account retrieves detailed information about a specific user account get an opportunity retrieves detailed information about a specific sales opportunity list accounts fetches and displays a list of all available user accounts from your connected service list contacts fetches a list of all contacts stored in your account list custom fields retrieves a list of custom fields associated with accounts, contacts, or opportunities list internal notes retrieves all messages from your account and displays them as a list list opportunities retrieves a list of sales opportunities from your account list persons retrieves a list of people from your database or application list pipeline stages retrieves a list of all stages within a specified pipeline list tasks fetches a list of all tasks from your account make an api call executes a custom api request to the connected service using your authorized credentials update a contact updates the details of an existing contact in your account update a task modifies the details of a task that already exists update an account updates the details of an existing account in your system update an opportunity updates the details of a specific existing opportunity in your system watch accounts triggers when a new user account is created in your system watch contacts triggers when a new contact is created in your account watch opportunities triggers when a new sales opportunity is created in your system watch tasks triggers when a new task is created in your selected project or workspace templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} salesflare resources you can have access to more resources related to this app on the following links https //community make com/search?q=salesflare https //salesflare com/ https //api salesflare com/docs https //www make com/en/integrations/salesflare