Salesflare

Salesflare is a CRM built for small and medium-sized businesses selling B2B, automating the collection of customer data from email, calendars, phones, social media, and company databases. Its REST API exposes accounts, contacts, opportunities, tasks, workflows, and related CRM objects, allowing Nexla to ingest sales and pipeline data for analytics and integration.

Power end-to-end data operations for your Salesflare API with Nexla. Our bi-directional Salesflare connector is purpose-built for Salesflare, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Salesflare or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Salesflare workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating a Salesflare credential, you need an API key from your Salesflare account. Salesflare uses Bearer token authentication: the API key is sent in the Authorization: Bearer <API_KEY> header on every request to https://api.salesflare.com. Salesflare's API does not support OAuth2, so the API key is the only supported authentication method.

To obtain your API key, follow these steps:

1. Sign in to your Salesflare account at https://app.salesflare.com.

2. Open Settings and navigate to the API keys section.

3. Create a new key (for example, by clicking the + button to generate a personal API key).

4. Copy the generated API key and store it securely. You will need it to configure your Nexla credential.

Keep the API key confidential, as it grants access to your Salesflare CRM data. For more information, see the Salesflare API documentation.

Authenticate

Credentials required

Field	Required	Secret	Description
API Key	Yes	Yes	API key.

Create a credential in Nexla

1. After selecting the data source type, click the Add Credential tile to open the Add New Credential overlay.

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter your Salesflare API key in the API Key field. This key is sent in the Authorization: Bearer <API_KEY> header on all requests to the Salesflare API and must be kept confidential.

   If your API key is compromised, revoke it in your Salesflare account settings and generate a new one. The API key provides access to your Salesflare CRM data and should be treated as sensitive information.

   For detailed information about Salesflare API authentication and available endpoints, see the Salesflare API documentation.

4. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Salesflare connector tile, then select the credential that will be used to connect to Salesflare, and click Next; or, create a new Salesflare credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Salesflare endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

[Rest API] List Users

This endpoint template retrieves users from your Salesflare account. Use this template when you need to access the list of users in your team for analysis, reporting, or integration purposes.

[Rest API] List Accounts

This endpoint template retrieves accounts from your Salesflare CRM. Use this template when you need to access company and account records for analysis, reporting, or integration purposes.

[Rest API] List Contacts

This endpoint template retrieves contacts from your Salesflare CRM. Use this template when you need to access contact records and their details for analysis, reporting, or integration purposes.

[Rest API] List Tasks

This endpoint template retrieves tasks from your Salesflare account. Use this template when you need to access task records and follow-up activities for analysis, reporting, or integration purposes.

[Rest API] List Opportunities

This endpoint template retrieves opportunities from your Salesflare CRM. Use this template when you need to access deal and pipeline records for analysis, reporting, or integration purposes.

[Rest API] List Workflows

This endpoint template retrieves workflows from your Salesflare account. Use this template when you need to access email workflow records for analysis, reporting, or integration purposes.

[Rest API] List Tags

This endpoint template retrieves tags from your Salesflare account. Use this template when you need to access tag records used to categorize CRM data for analysis, reporting, or integration purposes.

[Rest API] List Persons

This endpoint template retrieves persons from your Salesflare account. Use this template when you need to access person records for analysis, reporting, or integration purposes.

[Rest API] List Email Data Sources

This endpoint template retrieves email data sources from your Salesflare account. Use this template when you need to access the email data source records connected to your CRM for analysis, reporting, or integration purposes.

[Rest API] List Custom Field Types

This endpoint template retrieves custom field types from your Salesflare account. Use this template when you need to access the definitions of custom fields configured in your CRM for analysis, reporting, or integration purposes.

[Rest API] List Pipelines

This endpoint template retrieves pipelines from your Salesflare CRM. Use this template when you need to access sales pipeline definitions and their stages for analysis, reporting, or integration purposes.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

Salesflare data sources can also be manually configured to ingest data from any valid Salesflare API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Salesflare data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.