Salesflare for your voice agent

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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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Salesflare and paste it on a secure page in Connected apps.
What it reads
31 actions, such as get Account, get AI Settings and get Contact by ID.
What it changes
32 actions, such as add Account Contacts, create Account and create call.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 63. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Salesflare actions

Reads 31

  • Get Account
  • Get AI Settings
  • Get Contact by ID
  • Get Current User
  • Get Custom Field Details
  • Get Meeting Details
  • Get Opportunity
  • Get Stage
  • Get Tag Usage
  • Get User
  • Get Workflow
  • Get Workflow Merge Fields
  • List Account Messages
  • List accounts
  • List Contacts
  • List Supported Currencies
  • List Custom Field Options
  • List Custom Fields
  • List Custom Field Types
  • List Email Data Sources
  • List Filter Fields
  • List Groups
  • List My Contacts
  • List Opportunities
7 more
  • List Persons
  • List Pipelines
  • List Stages
  • List tags
  • List Tasks
  • List Users
  • List Workflows

Changes 24

  • Add Account Contacts
  • Create Account
  • Create call
  • Create Contact
  • Create Custom Field
  • Create Internal Note
  • Create Meeting
  • Create Opportunity
  • Create Tag
  • Create Task
  • Create Workflow
  • Update Account
  • Update Account Contacts
  • Update Account Users
  • Update AI Settings
  • Update Contact
  • Update Custom Field
  • Update Email Data Source
  • Update Internal Note
  • Update Opportunity
  • Update Tag
  • Update Task
  • Update Workflow
  • Update Workflow Audience

Deletes 8

  • Delete Account
  • Delete Contact
  • Delete Custom Field
  • Delete Internal Note
  • Delete Meeting
  • Delete Opportunity
  • Delete Tag
  • Delete Task

Salesflare setup

  1. Pasting a Salesflare API key

    Create an API key in Salesflare, choose Salesflare in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 63 actions the agent may use. Start with lookups and add the ones that change Salesflare when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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