Salesflare
Automated CRM for small B2B companies that logs emails, meetings and contacts.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Accounts
- Contacts
- Opportunities
- Tasks
- Interactions
Model Salesflare accounts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Salesflare data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Salesflare uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesflare if you need help.
04How it works
How it works in DataMind.
-
Pick Salesflare.
Open Lake, pick Salesflare in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Salesflare API docs.
-
Answer a few questions.
The AI reads the Salesflare documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Salesflare data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
