# Salesflare AI integration on Definable

> 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.

## What this connects

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.

Vendor: https://salesflare.com

## Tools available

**63** tools available. First 12:

- `SALESFLARE_ADD_ACCOUNT_CONTACTS` — Add Account Contacts — Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.
- `SALESFLARE_CREATE_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.
- `SALESFLARE_CREATE_CALL` — 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).
- `SALESFLARE_CREATE_CONTACT` — 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.
- `SALESFLARE_CREATE_CUSTOM_FIELD` — 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.
- `SALESFLARE_CREATE_INTERNAL_NOTE` — 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.
- `SALESFLARE_CREATE_MEETING` — 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.
- `SALESFLARE_CREATE_OPPORTUNITY` — 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).
- `SALESFLARE_CREATE_TAG` — 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.
- `SALESFLARE_CREATE_TASK` — 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.
- `SALESFLARE_CREATE_WORKFLOW` — 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.
- `SALESFLARE_DELETE_ACCOUNT` — 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.

## Auth

Auth schemes: `API_KEY`.

## How agents use Salesflare

Inside a Definable workflow, Salesflare is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Salesflare** — the Researcher (GPT-5.5) pulls context from Salesflare (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Salesflare** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Salesflare (create record, post message, draft email).
- **Designer / Engineer → Distributor → Salesflare** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Salesflare (attach file, open PR comment, post status).

The Verifier checks every Salesflare call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- contact management — https://definable.ai/apps/category/contact-management/

## Related

- HTML page: https://definable.ai/apps/salesflare/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt