Resources · Make integration

Salesflare Make integrationAutomate Salesflare with Make.

Can Make keep Salesflare in step with the rest of your tools? Yes. The Salesflare Make integration offers 35 modules: 4 triggers, 23 actions and 8 searches. This guide is written for sales and ops teams, and it takes you from the connection to a first working scenario.

Try the Salesflare integration on Make See the 35 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What can you automate with the Salesflare Make integration?

The Salesflare Make integration links your Salesflare CRM to Make, a no-code tool where you build a scenario: a chain of modules that runs on its own. A module is one brick of that chain, such as a trigger, an action or a search. Salesflare brings 35 of them, so accounts, contacts, deals and tasks can move between Salesflare and your other apps without copy and paste.

Follow-up tasks that write themselves. Watch Contacts spots each new contact, and Create a Task puts a call-back reminder in front of the right rep. Nobody has to remember it.

A clean handover from marketing. Leads collected in a form or a spreadsheet in another app feed Create a Contact, then Add a Contact to an Account files each person under the right company.

Deals that inform the other tools. Watch Opportunities catches every new deal so your invoicing app or team chat hears about it, and Update an Opportunity carries changes back into Salesflare.

Two limits to keep in mind. None of the triggers is instant, so every flow waits for the next scheduled check. And Make's own Salesflare documentation says it is AI-generated and asks you to verify important details with Salesflare. When a run misbehaves, start with the Make troubleshooting guide; if the editor is new to you, Make training covers the basics. Many apps also exist as n8n nodes, and n8n vs Make explains how the two tools differ.

Connect

How do you connect Salesflare to Make?

01
Copy your API key in Salesflare
You need an active Salesflare account. Open Settings, click API keys and copy the key shown on screen. Keep that tab open, you paste the key in Make in a moment.
02
Add a Salesflare module in Make
In your scenario, pick any Salesflare module and click Create a connection. A connection is your Salesflare account linked to Make once, then reused by every Salesflare module. The Connection name field is optional.
03
Paste the key and save
Paste the API key you copied, or follow the on-screen instructions, then confirm. Make can now read your Salesflare accounts, contacts, opportunities and tasks, and it lists them for you in the module settings.

First scenario

Your first scenario: a follow-up task for every new contact

GoalWhen a new contact appears in Salesflare, Make creates a follow-up task for it in Salesflare.

01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. Search for Salesflare and choose Watch Contacts as the first module.
02
Link your account
Click Create a connection and paste your Salesflare API key. Once the connection exists, Make can read your contacts and shows what the module can use.
03
Add the task
Click the + to the right of Watch Contacts and add Create a Task. Map data from the contact bundle, the item the trigger passed along, into the task so each reminder names the right person.
04
Test with Run once
Click Run once, then add a test contact in Salesflare if nothing comes through. Read the bundles each module received and check that the task landed where you expected.
05
Schedule and switch on
Open the clock on Watch Contacts: a new scenario checks every 15 minutes by default, and 15 minutes is also the minimum on the Free plan. Keep that setting or change it, then switch the scenario on.

Triggers

What can start a Salesflare scenario?

4 modules start a scenario when something happens in Salesflare. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Salesflare as soon as it happens.

Salesflare1Watch Accounts

Watch Accounts

Scheduled trigger

In Make“Triggers when a new account has been added.”

Every company added to Salesflare can kick off a scenario: Watch Accounts passes each new account to the next module as a bundle, one item holding that account's data.

How it fires

scheduled. Make checks Salesflare on the scenario's schedule and collects the accounts added since the previous check.

When to use it

a new customer company should get its own shared folder, channel or spreadsheet row in another app, without someone copying the name across.

Watch out

an account created right after a check waits for the next one, so do not promise instant reactions to your team.

Salesflare2Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Triggers when a new contact is added.”

New people in your CRM become the starting point of a flow. Watch Contacts hands over each contact freshly added to Salesflare, ready to be mapped into a task, a message or a list elsewhere.

How it fires

scheduled. Make asks Salesflare for new contacts on the scenario's schedule, every 15 minutes by default.

When to use it

a welcome email, a newsletter signup or a reminder for the rep should follow each new contact.

Watch out

each contact picked up costs at least one operation, the unit Make counts on your plan, and so does every module that handles it afterwards.

Salesflare3Watch Opportunities

Watch Opportunities

Scheduled trigger

In Make“Triggers when a new opportunity has arrived.”

Hear about every deal the moment Make next looks: Watch Opportunities returns each opportunity that arrived in Salesflare since the last check, with its data ready to reuse.

How it fires

scheduled. Make polls Salesflare following the scenario's schedule, which you set with the clock on this module.

When to use it

finance wants a draft quote, or the sales channel wants a note, as soon as a deal is opened.

Watch out

it reports new opportunities only. A deal moving to another stage is not a new opportunity, so this trigger will not see it.

Salesflare4Watch Tasks

Watch Tasks

Scheduled trigger

In Make“Triggers when a new task is added.”

Turn Salesflare to-dos into work that shows up where your team actually looks. Watch Tasks sends each newly added task to the rest of the scenario as its own bundle.

How it fires

scheduled. Make checks Salesflare for new tasks on the scenario's schedule; on the Free plan the shortest gap is 15 minutes.

When to use it

tasks should also land in a project tool, a shared calendar or a chat channel.

Watch out

if another module in the same flow creates tasks in Salesflare, this trigger may pick them up again, so filter those out.

Modules

What can Make do in Salesflare?

Salesflare gives you 31 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Salesflare1

Add a Contact to an Account

Action

In Make“Adds a contact to an account.”

Tie a person to their company in one step. This module attaches an existing contact to an existing account, so the account view in Salesflare shows who works there.

When to use it

right after Create a Contact, when a lead form told you the company name and the account already exists.

Watch out

both records must exist first; use List Accounts to find the account before this module runs.

Salesflare2

Add a User to an Account

Action

In Make“Adds a user to an account.”

Put a Salesflare user on an account so the right colleague sees it among their customers. A user here is someone on your Salesflare team, not a contact at the client.

When to use it

an account is handed over, or a new rep joins a key client, and you want the change applied from a spreadsheet or form.

Watch out

users and contacts are different records, so map a user reference here, never a contact.

Salesflare3

Create a Call

Action

In Make“Creates a new call.”

Log a call in Salesflare without typing it twice. The module records a new call so the account history stays complete, even when the conversation happened in another tool.

When to use it

your phone or meeting app ends a call and should leave a trace in the CRM.

Watch out

each run logs one call; if the source sends duplicates, add a filter between the modules before this one.

Salesflare4

Create a Contact

Action

In Make“Creates a new contact.”

New leads reach Salesflare on their own with this module, which creates one contact from the data you map into it.

When to use it

a web form, an event badge scan or a spreadsheet row gives you a name and an email that belong in the CRM.

Watch out

this module creates a record every time it runs, so run List Contacts first and send only people you did not find to Create a Contact.

Salesflare5

Create a Meeting

Action

In Make“Creates a new meeting.”

Booked meetings show up in Salesflare with this module, which adds a new meeting to the CRM so the timeline reflects what reps have planned with the client.

When to use it

a scheduling tool confirms a booking and the rep should not re-enter it in Salesflare.

Watch out

each run adds a new meeting, so check with Run once that a single booking does not create two entries.

Salesflare6

Create an Account

Action

In Make“Creates a new account.”

Open a company record in Salesflare from anywhere. Create an Account adds a new account, the company-level record your contacts and deals hang on.

When to use it

a signed contract, a new customer in your billing app or a qualified lead should become an account without manual entry.

Watch out

run List Accounts first; without that check, each run can add a second record for a company that is already there.

Salesflare7

Create an Internal Note

Action

In Make“Creates a new internal note.”

Leave context for the team right on the record. Create an Internal Note adds a new note in Salesflare, visible to colleagues rather than to the customer.

When to use it

a support ticket, a survey answer or a payment incident from another app should be readable by the rep before the next call.

Watch out

keep notes short and mapped from clear fields; a raw data dump in a note helps nobody.

Salesflare8

Create an Opportunity

Action

In Make“Creates a new opportunity.”

Start a deal in your pipeline automatically. Create an Opportunity adds a new opportunity to Salesflare from the data of the previous module.

When to use it

a quote request, a demo booking or a trial signup should appear as a deal the team can work on.

Watch out

the deal lands in a pipeline stage; use List Pipeline Stages first to pick the stage on purpose instead of guessing.

Salesflare9

Create a Task

Action

In Make“Creates a new task.”

A reminder appears in the rep's Salesflare to-do list, created from whatever happened upstream. The module adds one new task per bundle it receives.

When to use it

a new contact, a missed invoice or an unanswered quote needs someone to act on it.

Watch out

when Watch Tasks runs in the same flow, the tasks you create here can feed it again; add a filter to break that loop.

Salesflare10

Delete a Contact

Action

In Make“Deletes a contact.”

Remove a person from Salesflare when another tool says they should go. The module deletes one contact, identified by data from an earlier module.

When to use it

an erasure request is approved in your privacy or support tool and the CRM must follow.

Watch out

a deletion cannot be taken back from Make; test with Run once on a dummy contact before switching the scenario on.

Salesflare11

Delete an Account

Action

In Make“Deletes an account.”

Clear out company records that should no longer be in the CRM. Delete an Account removes one account from Salesflare for good.

When to use it

a cleanup list of test companies or duplicates, prepared in a spreadsheet, needs to be applied to Salesflare.

Watch out

Make cannot undo it, so route the ID through a filter and check each row before the module runs.

Salesflare12

Delete an Opportunity

Action

In Make“Deletes an opportunity.”

Take a deal out of your pipeline without opening Salesflare. The module deletes one opportunity whose reference you pass from an earlier step.

When to use it

deals were created by mistake, for example by a test run of another scenario, and you want to clean them up.

Watch out

removed deals leave your pipeline figures too; deleting is final, so an update is often the safer move.

Salesflare13

Delete a Task

Action

In Make“Deletes a task.”

Drop a to-do that no longer makes sense. Delete a Task removes one task from Salesflare, so reps stop seeing reminders for work that is already done elsewhere.

When to use it

a deal is lost or a meeting is cancelled in another tool and its follow-up task should vanish.

Watch out

deletion is final; if the task should stay in the record with new details, Update a Task is the gentler choice.

Salesflare14

Get a Contact

Action

In Make“Gets information about a contact.”

Read the full details of one contact when you already know which one. Get a Contact returns that person's information so later modules can reuse it.

When to use it

a trigger gave you a contact reference and you need the rest of the record before writing an email or a note.

Watch out

it needs a precise reference; if you only have a name or an email, List Contacts is the module to start with.

Salesflare15

Get an Account

Action

In Make“Gets information about an account.”

Pull the complete record of one company from Salesflare. Get an Account returns the information held on that account for the next modules to map.

When to use it

a new opportunity or task points to an account and your invoice or report needs the company details too.

Watch out

one run reads one account; to look through several, List Accounts returns them as separate bundles.

Salesflare16

Get an Opportunity

Action

In Make“Gets information about an opportunity.”

Look up one deal in detail. Get an Opportunity returns what Salesflare holds on a single opportunity, ready to feed a message, a document or a spreadsheet.

When to use it

a note or task mentions a deal and you want its full data before notifying finance or the manager.

Watch out

fetch it right before you need it; data read earlier in a long scenario may already be out of date.

Salesflare17

Get a Person

Action

In Make“Gets information about a person.”

Fetch one person record, the object Salesflare calls a person, and hand its information to the next module.

When to use it

List Persons or another module gave you a person reference and you need the full record.

Watch out

Make lists persons and contacts as two separate families of modules, so click Run once on both and read the bundles before choosing the one your scenario relies on.

Salesflare18

Get a Stage

Action

In Make“Gets information about a stage.”

Turn a stage reference into readable details. Get a Stage returns the information Salesflare keeps on one pipeline stage.

When to use it

an opportunity bundle carries a stage reference and your report or chat message should show something a human can read.

Watch out

to pick a stage rather than read one, List Pipeline Stages shows every stage with its pipeline in one run.

Salesflare19

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Reach any part of the Salesflare API that the ready-made modules leave out, using the same connection and API key.

When to use it

you need an endpoint of the Salesflare API that none of the listed modules covers.

Watch out

here you write the request yourself, so keep the Salesflare API documentation open and test with Run once, reading the response bundle, before relying on it.

Salesflare20

Update a Contact

Action

In Make“Updates an existing contact.”

Keep contact details current without retyping them. Update a Contact changes an existing Salesflare contact with the values you map.

When to use it

someone updates their phone number or job title in a form, a support tool or your newsletter app.

Watch out

map only the fields that really changed; a blank mapped value could overwrite good data in the CRM.

Salesflare21

Update an Account

Action

In Make“Updates an existing sccount.”

Company records stay accurate when your other apps know better. Update an Account edits an existing Salesflare account from data in the scenario.

When to use it

a customer changes address or plan in your billing app and the CRM should reflect it.

Watch out

you need the account's reference; List Accounts or Get an Account provides it earlier in the flow.

Salesflare22

Update an Opportunity

Action

In Make“Updates an existing opportunity.”

Move a deal forward from outside Salesflare. Update an Opportunity edits an existing opportunity with data from earlier modules.

When to use it

a quote is signed in an e-signature tool and the deal should reflect it without a rep stepping in.

Watch out

when the deal changes stage, pick the target stage with List Pipeline Stages rather than typing it by hand.

Salesflare23

Update a Task

Action

In Make“Updates an existing task.”

Change a Salesflare task instead of creating a new one. The module edits an existing task with values mapped from earlier modules.

When to use it

the action behind the task happened elsewhere, like a paid invoice or a returned call, and the reminder should close itself.

Watch out

List Tasks finds the right task first when you only know its subject or its contact.

Salesflare24

List Accounts

In Make“Retrieves a list of accounts.”

Search your companies before acting on them. List Accounts is a search module: it returns zero, one or several accounts, each as its own bundle.

When to use it

before Create an Account, to check whether the company already exists and avoid a duplicate.

Watch out

several results mean the next modules run once per account; add a filter or a limit if you expect only one match.

Salesflare25

List Contacts

In Make“Retrieves a list of contacts.”

Find people in Salesflare from another app's data. List Contacts returns the matching contacts as separate bundles, or nothing at all when no one matches.

When to use it

a form arrives and you want to know whether the sender is already a contact before creating one.

Watch out

an empty result means the person is new; plan what the scenario does in that case, usually Create a Contact.

Salesflare26

List Custom Fields

In Make“Retrieves a list of account/contact/opportunity custom fields.”

See the custom fields your team defined on accounts, contacts or opportunities. The module returns that list, which helps when you map values into them.

When to use it

you are building a scenario that writes to custom fields and want to know exactly which ones exist.

Watch out

it lists the fields, not their values on a record; read those with Get a Contact, Get an Account or Get an Opportunity.

Salesflare27

List Internal Notes

In Make“Retrieves a list of messages from an account.”

Collect the messages attached to an account, as bundles you can pass on to a report, an AI summary or a handover document.

When to use it

a rep takes over an account and needs the team's past notes in one place.

Watch out

it works account by account, so get the account reference first with List Accounts; each note becomes its own bundle and its own operation later on.

Salesflare28

List Opportunities

In Make“Retrieves a list of opportunities.”

Pull a set of deals out of Salesflare to count, sort or send them elsewhere. List Opportunities returns each matching opportunity as a bundle.

When to use it

a pipeline report in a spreadsheet, or a check for an open deal before Create an Opportunity.

Watch out

every deal returned costs operations in the modules that follow, so narrow the search before feeding a long flow.

Salesflare29

List Persons

In Make“Retrieves a list of persons.”

Search the person records Salesflare keeps and get back zero, one or several of them, each as a separate bundle.

When to use it

you need a person reference for Get a Person, or want to compare persons with your contact list.

Watch out

persons and contacts are two separate module families in Make; run a test with Run once and read what comes back before picking one.

Salesflare30

List Pipeline Stages

In Make“Retrieves a list of stages with pipeline.”

Know which stages exist, and in which pipeline, before moving a deal. The module returns every stage together with its pipeline.

When to use it

ahead of Create an Opportunity or Update an Opportunity, so the deal lands in the stage you meant.

Watch out

the stages come grouped with their pipeline, so check both before you map one into a deal.

Salesflare31

List Tasks

In Make“Retrieves a list of tasks.”

Gather Salesflare tasks to review or act on them in bulk. List Tasks returns the matching tasks, each as its own bundle.

When to use it

a digest of open tasks in a chat channel, or finding the task to close with Update a Task.

Watch out

a long list multiplies the operations of every module after it; filter early.

Need help

Need help automating Salesflare with Make?

A person reads every message.

FAQ

Salesflare and Make: common questions

01Is the Salesflare Make integration free?

Yes, on the Make side. Salesflare is a standard app, so its 35 modules work on the Free plan. That plan gives you 2 active scenarios, at least 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and count usage in credits, meaning operations, each month. Your Salesflare subscription is a separate question: you need an active account, and Salesflare's own pricing page covers that side.

02What do you need to connect Salesflare to Make?

An active Salesflare account, a Make account and a Salesflare API key. In Salesflare, go to Settings, then API keys, and copy the key shown on screen. In Make, add any Salesflare module to a scenario, click Create a connection, optionally give it a name, and paste the key. That single connection is then reused by all Salesflare modules. Since none of the Salesflare triggers is instant, you never need the Create a webhook step that Make shows for instant modules of other apps.

03Do Salesflare triggers in Make fire instantly?

No. All 4 Salesflare triggers, Watch Accounts, Watch Contacts, Watch Opportunities and Watch Tasks, are scheduled. Make checks Salesflare on the scenario's schedule and processes what was added since the previous check. A new scenario is set to every 15 minutes by default, which is also the shortest interval on the Free plan; paid plans go down to 1 minute. So a contact added to Salesflare reaches your scenario at the next check. If another app has an instant trigger, you can start the flow there and use Salesflare modules as the following steps.

04What if a Salesflare module you need is missing in Make?

Use Make an API Call. With this module, any endpoint of the Salesflare API can be called from your scenario, with the same connection as the other modules, so you are not limited to the ready-made modules. You write the request yourself, so test it with Run once and read the response bundle. Also keep in mind that Make's Salesflare documentation is flagged as AI-generated and may contain mistakes: for important details about an endpoint or a behavior, check with Salesflare directly.

05Make or n8n for Salesflare: which should you choose?

It depends on the tool your team already works in and on how you want to build. On Make, Salesflare comes with 35 ready modules, 4 scheduled triggers, 23 actions and 8 searches, and it is available from the Free plan. Many apps also have an n8n node, so check whether n8n covers the Salesflare actions you need before switching. Neither tool is ranked here: compare them on your own criteria, and the n8n vs Make comparison linked on this page walks through the differences between the two platforms.

Copy your API key in Salesflare

Add a Salesflare module in Make

Paste the key and save

Create the scenario

Link your account

Add the task

Test with Run once

Schedule and switch on

Need help automating Salesflare with Make?