Salesflare helps users find and manage CRM accounts, contacts, opportunities, pipelines, tags, tasks, and users from ChatGPT. The app can list CRM records, inspect an account feed, create new accounts, contacts, opportunities, and tasks, and update existing CRM records in the user's Salesflare workspace.
How to use
- 1Add it in ChatGPT
Open Salesflare in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Salesflare, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select Salesflare and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.