--- title: Salesflare API Integration on Truto slug: salesflare category: CRM canonical: "https://truto.one/integrations/detail/salesflare/" --- # Salesflare API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Fields** — The fields of entities in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. ### Unified User Directory API - **Users** — The User object represents a User. ## How it works 1. **Link your customer's Salesflare account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Salesflare.** The Proxy API is a 1-to-1 mapping of the Salesflare API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Auto-populate proposals with enriched CRM data** — Proposal and quoting platforms can pull Salesflare Accounts and Contacts through Truto's Unified CRM API to auto-fill client details into documents — leveraging Salesflare's auto-enriched data like company domains, social profiles, and standardized phone numbers without asking end users to re-enter anything. - **Trigger downstream workflows on deal stage changes** — Billing, onboarding, or project management SaaS products can monitor Salesflare Opportunities, Pipelines, and Stages to automatically kick off processes — like provisioning a client workspace or generating an invoice — the moment a deal moves to 'Closed/Won'. - **Sync contacts bidirectionally with marketing and outreach tools** — Sales engagement and marketing automation platforms can keep their contact lists perfectly mirrored with Salesflare Contacts and Accounts, ensuring reps and marketers always operate on the same data without manual imports or CSV exports. - **Push tasks and follow-ups into the rep's daily workflow** — Communication, support, or analytics SaaS products can create Tasks directly in Salesflare via Truto so that action items surface where reps already work — increasing follow-through without requiring reps to context-switch between tools. - **Maintain consistent account ownership across systems** — Any SaaS product that assigns records to specific team members can read Salesflare's Users via the Unified User Directory API to ensure account ownership stays aligned, preventing data mismatches and routing errors. ## What you can build - **One-click quote generation from CRM accounts** — Let your users select a Salesflare Account and auto-populate a quote with company name, address, contacts, and opportunity details — no manual data entry required. - **Deal-stage-triggered client onboarding** — Automatically create a new client workspace or project when a Salesflare Opportunity moves to a specific Pipeline Stage, pulling in the primary Contact as the first user. - **Bidirectional contact sync with custom field mapping** — Keep your app's contact records and Salesflare Contacts in sync, including reading and writing custom Fields so specialized data like 'Lead Score' or 'Last Order Date' flows both ways. - **Automated task creation from external events** — Push follow-up Tasks into Salesflare assigned to the correct User whenever a meaningful event occurs in your product — like a missed call, a support ticket escalation, or a signed document. - **Pipeline analytics dashboard powered by live CRM data** — Query Salesflare Opportunities, Stages, and Pipelines to build real-time revenue dashboards inside your product, giving your users pipeline visibility without leaving your app. - **Team-aware record routing using Salesflare's user directory** — Read Salesflare Users to automatically route synced records to the correct owner in your product, ensuring assignment logic matches the CRM's team structure. ## FAQs ### What Unified APIs does Truto support for Salesflare? Salesflare is supported through Truto's Unified CRM API (covering Accounts, Contacts, Fields, Opportunities, Pipelines, Stages, Tasks, and Users) and the Unified User Directory API (covering Users). These let you read and write core CRM data through a single, standardized interface. ### Are there pre-built Truto tools available for Salesflare? Salesflare does not have pre-built tools yet — they are built on request. If you need specific tools or custom operations beyond the Unified API resources, contact Truto and they can be provisioned for your use case. ### Can I read and write custom fields in Salesflare through Truto? Yes. The Unified CRM API exposes a Fields resource, which allows you to read and write custom fields on Salesflare objects. This is useful for syncing specialized data like lead status labels, last interaction dates, or any custom attribute your end users have configured. ### How does Truto handle authentication for Salesflare connections? Truto manages the full auth lifecycle for Salesflare, including token management and credential storage. Your end users connect their Salesflare accounts through Truto's embedded linking flow, and you never have to handle API keys or OAuth tokens directly. ### Does Truto handle pagination and rate limits for the Salesflare API? Yes. Truto abstracts away pagination and rate-limit handling for Salesflare. When you query the Unified API, Truto manages page cursors and respects Salesflare's rate limits automatically, so you get complete result sets without writing retry or pagination logic. ### What CRM objects can I access for Salesflare through the Unified CRM API? You can access Accounts, Contacts, Fields (custom fields), Opportunities, Pipelines, Stages, Tasks, and Users. This covers the core data model needed for contact sync, deal tracking, task management, and team structure mapping.