Use Salesflare from Claude
Add the Salesflare connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSalesflare
Salesflare integration for Claude and Codex
Create a Salesflare connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Salesflare from Codex
Add the Salesflare connection to a Space that runs Codex, then use it from every channel in that Space.
Use Salesflare from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Salesflare connector can do
Salesflare is built for small and mid-sized B2B teams that want a CRM without manual data entry, automating pipeline and contact tracking from existing activity. With a Salesflare connection in type.com, a sales Space can ask Claude to create a new account after a discovery call, log that call against the right contacts, or add a custom field to track something specific to the deal.
One connection, many Spaces
Connect Salesflare once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Salesflare in type.com
Create an account after a call
Add a new company to the CRM right after a discovery call, with contacts linked to it in the same step.
Create a Salesflare account for this prospect and link today's call attendees.
Log a call with the right people
Record a call with its date and participants against an existing account or contacts.
Log today's call with this customer, including everyone who joined.
Add a custom tracking field
Create a custom field to capture a detail specific to your sales process, like contract renewal date.
Add a custom field to Salesflare for tracking contract renewal dates.
Representative actions
- Add Account Contacts
Links existing contacts to a specific account in Salesflare.
- Create Account
Creates a new company account, optionally updating an existing one if the domain matches.
- Create call
Logs one or more call records with a date and list of participants.
- Create Contact
Creates one or more new contact records.
- Create Custom Field
Adds a custom data field to accounts, contacts, or opportunities.
Connection
API and auth details
Salesflare provides CRM APIs for accounts, contacts, opportunities, tasks, workflows, users, tags, custom fields, emails, meetings, and sales activity. Integrations can automate pipeline updates and contact enrichment using API-key authenticated requests.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://api.salesflare.com/docs
- Official site
- https://salesflare.com/
FAQ
Questions people ask before connecting Salesflare
Can Claude update Salesflare records from type.com?
Yes. With a Salesflare connection shared to a Space, Claude can create accounts and contacts, log calls, and add custom fields directly in a thread.
How does type.com authenticate with Salesflare?
Salesflare uses an API key, added once by an admin when the connection is created, who then controls which Spaces can use it.
Can CRM updates happen automatically after a call?
Yes. A type.com automation can log a recurring update, such as syncing call notes into Salesflare at the end of each day, and confirm it in a channel.
Is this the same as a Salesflare MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Attio to Claude in type.com to upsert people and companies, update record attributes, add records to lists, and search your Attio workspace.
Connect Zoho to Claude in type.com to create Zoho CRM records and tags, convert leads into contacts and deals, and read module field metadata.
Connect Freshdesk to Claude in type.com to add ticket notes, manage watchers and access, and bulk update tickets in one thread.
Connect Acculynx to Claude in type.com to create leads, jobs, and appointments for roofing projects from a shared thread.