Salesflare
 | 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. |
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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 directly.
Requirements
To use the Salesflare app in Make, you must have an active account and an API key, create your account on Salesflare. For subscription, refer to the Salesflare pricing page.
Connect Salesflare and Make
To get started, you must first create a connection between Salesflare and Make, 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 Make, you should first obtain your API Key in your Salesflare account.
To obtain your API Key :
Navigate to Settings.
Click on API keys.
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.
Create the connection in Make
Log in in your Make account, add the Salesflare module to your scenario, 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 Connect an applicationConnect an application. page.
Salesflare modules
After connecting to the Salesflare app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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