Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights.
Tools
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.