Connect Salesflare to clariBI
Connect Salesflare with your API key, choose the records to sync, and get your pipeline and accounts sitting next to the revenue they drive.
clariBI| Connection | API connector. You paste your Salesflare API key. |
| Access | Read-only. clariBI never writes to Salesflare. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 31 documented Salesflare endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Salesflare
Salesflare is a CRM for small and medium businesses that tracks accounts, contacts, and sales opportunities through a pipeline.
clariBI reads Salesflare through its REST API using your own API key: opportunities, contacts, and accounts. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: salesflare.com
What clariBI syncs
clariBI pulls the records you select through the Salesflare REST API, paginates the full list, lands it as a preprocessed dataset, and refreshes it once it is more than a day old. Access is read-only.
For each selected object, clariBI syncs the records with their creation dates, stages, owners, and values, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Salesflare.
What you can chart
- Opportunities created over time
- Pipeline value and count by stage
- New contacts and accounts per week
- Open and closed opportunities by owner
- Records by tag or source
How to connect Salesflare
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Salesflare, and paste your Salesflare API key (Settings > API keys). The key is stored encrypted.
Choose the records to sync
Pick the objects to pull (opportunities, contacts, accounts). clariBI reads them read-only.
Sync, then get dashboards
clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How is the pipeline trending by stage?" and clariBI reads the synced CRM data alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "Is our pipeline converting to revenue at the rate we forecast?"
- "Which lead sources produced the opportunities that closed?"
About the Salesflare connector
What do I need to connect Salesflare?
Your Salesflare API key (Settings, API keys). You paste it into clariBI once; the key is stored encrypted.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a contact, account, or opportunity.
Which clariBI plans include Salesflare?
Every plan can connect Salesflare, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Salesflare catalog need the trial or a Starter, Professional or Enterprise plan.
Try Salesflare in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.