Salesflare + 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.
Native Salesflare data-source connector.
Paste your Salesflare API key, pick the records to sync, and clariBI pulls your opportunities, contacts, and accounts into preprocessed datasets and auto-generated dashboards, right next to your other tools.
What is 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.
Learn more at salesflare.com
Connect Salesflare in three steps
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 Fernet-encrypted at rest.
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 the AI engine queries the synced CRM data alongside your revenue.
What you can analyze
Out of the box with the Salesflare connector:
- 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
- Cross-source: pipeline → closed revenue → forecast
Salesflare is one of many data sources you can connect to clariBI. See the full list →
What gets synced
clariBI pulls the records you select through the Salesflare REST API, paginates the full list, lands it as a preprocessed dataset, and refreshes it on your schedule. 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.
Cross-source questions Salesflare makes possible
Salesflare data is most useful next to your other tools. clariBI's planner composes it with your CRM, billing, and product data through the same entity-join primitives that back every cross-source analysis.
Salesflare × Revenue
"Is our pipeline converting to revenue at the rate we forecast?"
Planner: read opportunity stages + values from Salesflare, join to closed revenue by date, and report the conversion gap.
Salesflare × Marketing
"Which lead sources produced the opportunities that closed?"
Planner: read opportunity source from Salesflare, join to campaign spend, and rank sources by closed value.
Salesflare connector FAQ
What do I need to connect Salesflare?
Your Salesflare API key (Settings, API keys). You paste it into clariBI once; the key is Fernet-encrypted at rest.
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 plan includes the Salesflare connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.
Start your free trial and connect Salesflare in a minute
API key in, read-only, synced pipeline dashboards in seconds.
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