Salesflare integration

Add Account Contacts

Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.

Create Account

Tool to create a new account in Salesflare. Use when you need to add a new company or organization to your CRM. If update_if_exists is true and an account with matching domain exists, it will be updated instead of creating a duplicate.

Create call

Tool to create one or more call records in Salesflare. Use when logging calls with contacts or accounts. Each call requires a date and participants list (can be empty for call log sync).

Create Contact

Tool to create new contacts in Salesflare. Use when you need to add contact records to the system. Accepts single or multiple contacts. If creating one contact, response contains a single object; if multiple, an array is returned.

Create Custom Field

Creates a new custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to add custom data fields to track specific information.

Create Internal Note

Tool to create an internal note in Salesflare associated with an account. Use when you need to add notes for tracking interactions or important information about an account.

Create Meeting

Create a new meeting record in Salesflare. Use when scheduling meetings with contacts or logging past meetings/calls. Supports both live meetings and phone calls with customizable details.

Create Opportunity

Tool to create a new opportunity in Salesflare. Use when you need to add a sales opportunity or deal to the system. An opportunity represents a potential sale associated with an account (company).

Create Tag

Tool to create a new tag in Salesflare. Use when you need to add a new tag for categorizing accounts, contacts, or opportunities.

Create Task

Tool to create a new task in Salesflare. Use when you need to add a task or to-do item to the system. Tasks help track follow-ups, calls, meetings, and other action items.

Create Workflow

Tool to create a new workflow (email automation sequence) in Salesflare. Use when you need to set up automated email sequences or campaigns for contacts. Only the workflow name is required; all other fields are optional for configuration.

Delete Account

Tool to permanently delete an account from Salesflare. Use when you need to remove an account from the system. WARNING: This action cannot be undone and permanently removes the account.