Pull live CRM data into your spreadsheets/workbooks using Coefficient's Salesflare connector. Take advantage of flexible custom reporting and automated data updates for financial or marketing sheets, without manual exports. Just enter a few prompts, and your workbook will display information from Salesflare such as accounts, contacts, pipelines, deals and opportunities, and others.
Schedule your Import, Snapshots, and Add Automations
FAQs for Salesflare Integration
Connecting to Salesflare
When you begin a Salesflare import for the first time, you will need to complete a few steps to connect Salesflare as a data source for Coefficient.
|
1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Salesflare. |
|
4. Generate an API Key for your account in Salesflare. ℹ️ NOTE: If an API Key is not yet created for your account, you can generate one in your Salesflare instance. Click your account name in the top right and go to Settings > API keys. Click Add API key, give it a name, and copy the generated key. Please see the Salesflare API documentation for details. |
5. Enter the API Key generated from your Salesflare account and click Connect. |
6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Salesflare
|
1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Salesflare” from the list.
|
|
3. Enter a clear and specific prompt describing your request for the data you need from Salesflare. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Salesflare import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Salesflare Integration
How can I update or add filters to refine the data in my Salesflare import?
|
To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import for auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I update the API key for my Salesflare data source connection?
When you edit your import and open the Agent Chat, the AI will automatically detect if your API key is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API key.
How can I provide feedback about my experience with the agent chat?
|
After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |