--- title: Salesflare slug: salesflare description: How to integrate Salesflare with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_salesflare.png docTags: createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/salesflare.png" alt="Salesflare logo" caption size="50" width="512" height="512"} | Salesflare is a CRM platform for small and medium businesses that automates data entry and tracks customer interactions. Integrating with Make.com enables users to automate lead management, sync contacts, and trigger workflows based on sales pipeline updates. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Salesflare](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, [create your account on Salesflare](https://salesflare.com/). For subscription, refer to the [Salesflare pricing page](https://salesflare.com/). # Connect Salesflare and Make To get started, you must first create a connection between Salesflare and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Salesflare account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Salesflare account Before you create the connection in Make, you should first obtain your **API Key** in your Salesflare account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click on** API keys**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://howto.salesflare.com/en/articles/1017460-do-you-have-an-api) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Salesflare module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Salesflare modules After connecting to the Salesflare app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Contact to an Account Adds a new contact to a specified account in your system. ::: :::ExpandableHeading ### Add a User to an Account Adds a specified user to a selected account within your system. ::: :::ExpandableHeading ### Create a Call Initiates and schedules a new phone call. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Meeting Creates a new online meeting event. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected project or workspace. ::: :::ExpandableHeading ### Create an Account Creates a new user account within the specified application or service. ::: :::ExpandableHeading ### Create an Internal Note Adds a new internal note to a specified record or item. ::: :::ExpandableHeading ### Create an Opportunity Creates a new sales opportunity record in your CRM system. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from your account. ::: :::ExpandableHeading ### Delete an Account Permanently removes a specified user account from the system. ::: :::ExpandableHeading ### Delete an Opportunity Permanently removes a selected opportunity from your account. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Person Retrieves detailed information about a specific individual. ::: :::ExpandableHeading ### Get a Stage Retrieves detailed information about a specific stage in your workflow. ::: :::ExpandableHeading ### Get an Account Retrieves detailed information about a specific account. ::: :::ExpandableHeading ### Get an Opportunity Retrieves detailed information about a specific sales opportunity. ::: :::ExpandableHeading ### List Accounts Fetches and displays a list of all connected user accounts. ::: :::ExpandableHeading ### List Contacts Fetches and displays a list of all contacts stored in your account. ::: :::ExpandableHeading ### List Custom Fields Retrieves a list of custom fields associated with accounts, contacts, or opportunities. ::: :::ExpandableHeading ### List Internal Notes Fetches all messages from your account and displays them as a list. ::: :::ExpandableHeading ### List Opportunities Fetches a list of sales opportunities from your account. ::: :::ExpandableHeading ### List Persons Fetches a list of people from your connected account. ::: :::ExpandableHeading ### List Pipeline Stages Retrieves a list of all stages within a specified pipeline. ::: :::ExpandableHeading ### List Tasks Fetches and displays a list of all existing tasks from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your database. ::: :::ExpandableHeading ### Update a Task Modifies the details of a specified existing task. ::: :::ExpandableHeading ### Update an Account Updates the details of an existing account in your system. ::: :::ExpandableHeading ### Update an Opportunity Updates the details of a specified opportunity in your system. ::: :::ExpandableHeading ### Watch Accounts Triggers when a new user account is created in your system. ::: :::ExpandableHeading ### Watch Contacts Triggers when a new contact is created in your account. ::: :::ExpandableHeading ### Watch Opportunities Triggers when a new sales opportunity is created in your system. ::: :::ExpandableHeading ### Watch Tasks Triggers when a new task is created in your selected app or project. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Salesflare resources You can have access to more resources related to this app on the following links - [Salesflare topics on Make community](https://community.make.com/search?q=Salesflare) - [Salesflare website](https://salesflare.com/) - [Salesflare API documentation](https://api.salesflare.com/docs) - [Salesflare page on make](https://www.make.com/en/integrations/salesflare) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::