Salesflare CRM

Accounts, contacts and deals, so it knows who matters. It reads with your API key.

1. What it reads
2. What it can change
3. Connect it
4. Remove it
5. Revoke it in Salesflare

What it reads

Your accounts, contacts and deals in Salesflare, and the account feeds: colleagues' emails that don't involve you, and meetings with notes.

What it can change

Nothing, unless you set join_pipelines in your Machine's settings file. Then it adds you to accounts in those pipelines by itself. It is empty by default.

Connect it

1. In Salesflare, open Settings, API keys, and create a key.
2. On a hosted Machine: open your setup page at app.themachine.computer/setup, go to More sources, open Salesflare CRM, paste the key and press Connect.
3. On your own computer: run assistant connect crm, or Connections, + Add, Salesflare CRM.

Remove it

• In the dashboard: Connections, open Salesflare, Details, then Disconnect. What it already brought in stays.
• On a hosted Machine you can also press Remove next to it on your setup page.

Revoke it in Salesflare

Delete the API key in Salesflare, under Settings, API keys.

Something missing or out of date? Write to support@themachine.computer.