Integrations / CRM
Salesflare on WhatsApp: manage contacts, tasks and meetings with an AI agent
Flann turns Salesflare into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Salesflare for you. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Salesflare and get their history in a few lines. Look-ups are instant.
63 actions in Salesflare. 31 only look things up, and 32 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Salesflare
You do not need the exact wording. These are the kinds of messages Flann turns into Salesflare actions.
“Show me my tasks in Salesflare.”
“Look up the account in Salesflare.”
“Show me my contacts in Salesflare.”
“Create a call in Salesflare.”
“Create a task in Salesflare.”
“Create a contact in Salesflare.”
What Flann can work with in Salesflare
Salesflare gives Flann 63 actions across 18 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | addcreatedeletelook upupdate | 8 |
| Accounts | createdeletelook upupdate | 5 |
| Opportunities | createdeletelook upupdate | 5 |
| Tags | createdeletelook upupdate | 4 |
| Tasks | createdeletelook upupdate | 4 |
| Users | look upupdate | 4 |
| Meetings | createdeletelook up | 3 |
| Workflows | createlook upupdate | 4 |
Here is what changes when Salesflare goes through Flann instead of its own screens.
| Compare | In Salesflare yourselfYou click through each job | Flann on SalesflareYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 31 look-ups, answered straight away |
| Making changes | Typed in by hand | 32 changes, made from a message |
| Salesflare records | All of them, one screen at a time | 18 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Salesflare API key, once |
YesPartlyNo
Step by step: Salesflare jobs you can hand to Flann
How a request turns into real Salesflare actions, one step at a time.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Salesflare with these details.”
- Flann runs
List Contactsin Salesflare and shows you what it found. - Flann runs
Create Contactin Salesflare. - Flann creates it in Salesflare and confirms in the chat.
Fix a task without opening Salesflare
- You message Flann on WhatsApp: “Change the task in Salesflare: here is what is different.”
- Flann runs
List Tasksin Salesflare and shows you what it found. - Flann runs
Update Taskin Salesflare. - Flann makes the change in Salesflare and confirms in the chat.
Clean up meetings you no longer need
- You message Flann on WhatsApp: “Which meetings in Salesflare are out of date? Remove the ones I confirm.”
- Flann runs
Get Meeting Detailsin Salesflare and shows you what it found. - Flann runs
Delete Meetingin Salesflare. - Each removal is confirmed in the chat.
Where Flann saves you time in Salesflare
Small jobs, repeated often, are where the time goes. Here is how they change once Salesflare is connected.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Salesflare. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Salesflare, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Routing new leads to the right person
Today
Each morning you read the new leads in Salesflare and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Salesflare, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Salesflare, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Salesflare
- Open Connectors in Flann and choose Salesflare.
- Paste your Salesflare API key into the secure form Flann opens. You will find the key in your Salesflare account settings.
- From then on, message Flann on WhatsApp. It works in Salesflare whenever a request needs it.
Of the 63 Salesflare actions, 31 only read. The other 32 create, update, send or delete. Disconnect Salesflare in Connectors whenever you like.
Ways to use Salesflare with Flann
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Salesflare and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in Salesflare have not heard from you in a week. It lists them and drafts the follow-up for each.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Salesflare: last deal, last note, last time you spoke.
Everything Flann can do in Salesflare
Every Salesflare action Flann can run, split into what it reads and what it changes.
Looks up 31
- Get Account
- Get Contact by ID
- Get Current User
- Get Opportunity
- List accounts
- List Contacts
- List My Contacts
- List Opportunities
- List Tasks
- List Users
- Get AI Settings
- Get Custom Field Details
- Get Meeting Details
- Get Stage
- Get Tag Usage
- Get User
- Get Workflow
- Get Workflow Merge Fields
- List Account Messages
- List Custom Field Options
- List Custom Field Types
- List Custom Fields
- List Email Data Sources
- List Filter Fields
- List Groups
- List Persons
- List Pipelines
- List Stages
- List Supported Currencies
- List tags
and 1 more
Changes 32
- Create Account
- Create call
- Create Contact
- Create Meeting
- Create Opportunity
- Create Task
- Delete Contact
- Update Account
- Update Contact
- Update Opportunity
- Add Account Contacts
- Create Custom Field
- Create Internal Note
- Create Tag
- Create Workflow
- Delete Account
- Delete Custom Field
- Delete Internal Note
- Delete Meeting
- Delete Opportunity
- Delete Tag
- Delete Task
- Update Account Contacts
- Update Account Users
- Update AI Settings
- Update Custom Field
- Update Email Data Source
- Update Internal Note
- Update Tag
- Update Task
and 2 more
More CRM apps Flann works with
Common questions
What can Flann do with contacts in Salesflare?
Flann can add, create, delete, look up and update contacts in Salesflare, using 8 actions (Add Account Contacts, Create Contact, Delete Contact, Get Contact by ID and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Salesflare.
What can Flann do with accounts in Salesflare?
Flann can create, delete, look up and update accounts in Salesflare, using 5 actions (Create Account, Delete Account, Get Account, List accounts and more). Looking up runs straight away and changes nothing. The other actions create or change accounts in Salesflare.
How does Flann connect to Salesflare?
Open Connectors in Flann, choose Salesflare and paste your Salesflare API key into a secure form. You will find the key in your Salesflare account settings. Once it is connected, Flann can use 63 actions in Salesflare.
Do I need to open Salesflare to use it with Flann?
No. Once Salesflare is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Salesflare.
Does connecting Salesflare cost extra?
No. Salesflare is included in every Flann plan, along with every other app Flann connects to.