Salesflare

Connect Salesflare so your agent can look up contacts and log every call.

Salesflare keeps your pipeline and customer relationships in one place. With AgentCalls connected, your agent can look up a caller in Salesflare during the call, see their company and open opportunities, and log the conversation afterward. Your agent can also create new contacts from callers who are not yet in your CRM, so no lead is lost. Sales teams keep their records current without manual data entry, and the agent works from the same information your team sees.

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What your agent can do with Salesflare

Look up a caller by phone number or email and read their company and contact details
Check open opportunities and their stage before answering a pricing or status question
Create a new contact and company from a caller who is not yet in Salesflare
Log a call summary and notes on the matching contact after the call ends

Salesflare exposes 63 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from an existing customer

Caller
Hi, this is Daniel Reyes from Northline Logistics. I wanted to check where our renewal stands.
Agent
Hello Daniel, thanks for calling. Let me pull up your account. I can see your renewal proposal was sent on the 3rd and is still open.
Caller
Great. Can you tell me if the team size on the quote is still 40 seats?
Agent
Yes, the quote is for 40 seats on the annual plan. I have noted that you called, and I will flag it for your account manager Priya to follow up tomorrow.

New lead calling after a referral

Caller
Hello, I got your number from a friend at Brightwell Design. We need help tracking our client projects.
Agent
Welcome, I'm glad you called. May I take your name and company?
Caller
It's Mia Okafor, at Stoneview Studio. We are about fifteen people.
Agent
Thanks Mia. I have added you as a new contact in Salesflare under Stoneview Studio, and I have logged this call. Would you like a demo this Thursday at 2 PM?

Follow-up call after a proposal

Agent
Hi, this is calling for Harbor Accounting. May I speak with Tom Lindqvist?
Caller
Speaking. I've been reviewing the proposal.
Agent
Great. I see the proposal from last week is at the negotiation stage. Do you have any questions about the implementation timeline?
Caller
Yes, can we start in January instead of December?
Agent
Of course. I have noted January as the start date and logged your request on the opportunity, so your sales rep can confirm the new terms by Friday.

How to connect Salesflare

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Salesflare
From Integrations in the dashboard, choose Salesflare and enter the connection details from your Salesflare account settings.
3
Choose the actions
In the agent editor, enable the Salesflare actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does the agent work with Salesflare during the call or after it?

Both. During a call, your agent can look up a caller and read open opportunities. After the call ends, it can log a summary and notes on the matching contact.

What do I need to connect Salesflare?

You need an active Salesflare account. Sign in to your AgentCalls dashboard, open Integrations, and connect Salesflare using your own credentials from the Salesflare settings.

Which plan includes this integration?

Integrations, including Salesflare, are included from the Growth plan.

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Put your agent to work with Salesflare.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.