crm · contact-management · 0 triggers · 63 actions
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. Add Salesflare to your Stream Deck workflows with guided setup for the connection details it needs.
Add Salesflare to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Salesflare.
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.
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).
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 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.
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).
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.
Tool to delete a contact from Salesflare. Use when you need to remove a contact by their unique identifier after confirming this detail.
Get detailed information about a specific account by ID. Tool to retrieve complete account details including contact information, addresses, social profiles, tags, and custom fields. Use when you need to fetch information about a specific account in Salesflare.
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.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Salesflare. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Salesflare action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Salesflare workflows in minutes.