Salesflare connects Claude to your Salesflare CRM, so you can find, summarize, and update sales data without switching tools.
Use it to look up accounts, contacts, opportunities, tasks, notes, meetings, and customer interactions; summarize relationship history; identify deals that need follow-up; create or update CRM records; and prepare better outreach based on real CRM context.
Salesflare is a simple yet powerful CRM for small and medium-sized B2B businesses. It helps teams track leads automatically, follow up consistently, manage visual sales pipelines, collaborate on customer relationships, and reduce manual CRM admin. The connector brings that CRM context into Claude so sales teams can work faster while staying grounded in their actual Salesflare data.
This connector can read and write CRM data according to the permissions of the connected Salesflare user.
Tools
- create_account
- create_contact
- create_opportunity
- create_task
- get_account_feed
- list_accounts
- list_contacts
- list_opportunities
- list_pipelines
- list_tags
- list_tasks
- list_users
- update_account
- update_contact
- update_opportunity
- update_task
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