CRM
Salesflare for your Agent
Flow can look up contacts, companies and deals in Salesflare, and with read and write access it can update records.
It asks for your approval before it changes anything in Salesflare. Connect with an API key from your Salesflare account.
Connect Salesflare in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Salesflare.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Salesflare.
What Flow can do depends on what Salesflare offers through its API and on the access you choose.
Things to ask
Type these to Flow once Salesflare is connected.
- Salesflare
Which Salesflare deals are linked to tenders closing this month?
- Salesflare
Create a Salesflare deal for the Vienna hospital tender, with its value and deadline.
About Salesflare
Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking.
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