Salesflare
for LuumenAI
Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights.
Operate Salesflare from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Salesflare toolbox
63 tools: 31 read, 32 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet AccountGet detailed information about a specific account by ID.
- ReadGet AI SettingsRetrieve AI settings for the Salesflare team.
- ReadGet Contact by IDRetrieves detailed information for a specific contact by ID.
- ReadGet Current UserRetrieve the details of the currently authenticated user.
- ReadGet Custom Field DetailsRetrieve details of a specific custom field.
- ReadGet Meeting DetailsRetrieve detailed information about a specific meeting by its ID.
- ReadGet OpportunityGet detailed information about a specific opportunity by ID.
- ReadGet StageGet detailed information about a specific pipeline stage by ID.
- ReadGet Tag UsageGet tag usage details including workflows, saved filters, and reports.
- ReadGet UserRetrieve details of a specific user by their ID.
- ReadGet WorkflowGet detailed information about a specific workflow by ID.
- ReadGet Workflow Merge FieldsRetrieve available merge fields for workflows in Salesflare.
- ReadList Account MessagesRetrieve a list of messages associated with a specific account in Salesflare.
- ReadList accountsList accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level.
- ReadList ContactsList contacts with filtering options.
- ReadList Supported CurrenciesRetrieve a list of supported currencies in Salesflare.
- ReadList Custom Field OptionsList available options for a specific custom field in Salesflare.
- ReadList Custom FieldsList custom fields for a specified item class (accounts, contacts, or opportunities).
- ReadList Custom Field TypesRetrieve a list of available custom field types in Salesflare.
- ReadList Email Data SourcesList email data sources.
- ReadList Filter FieldsList available filter fields for a specific entity type in Salesflare.
- ReadList GroupsList groups in Salesflare.
- ReadList My ContactsList contacts belonging to the current user.
- ReadList OpportunitiesList opportunities with extensive filtering options.
- ReadList PersonsList persons (non-contact people found in communications) from Salesflare.
- ReadList PipelinesList pipelines in the Salesflare system with filtering and sorting options.
- ReadList StagesList pipeline stages in the Salesflare system with filtering and sorting options.
- ReadList tagsList tags in the Salesflare system.
- ReadList TasksList tasks with filtering options.
- ReadList UsersList users (team members) in the Salesflare team.
- ReadList WorkflowsList workflows (email automation sequences) in Salesflare.
- WriteAdd Account ContactsAdd contacts to a specific account in Salesflare. Approval by default
- WriteCreate AccountCreate a new account in Salesflare. Approval by default
- WriteCreate callCreate one or more call records in Salesflare. Approval by default
- WriteCreate ContactCreate new contacts in Salesflare. Approval by default
- WriteCreate Custom FieldCreates a new custom field for accounts, contacts, or opportunities in Salesflare. Approval by default
- WriteCreate Internal NoteCreate an internal note in Salesflare associated with an account. Approval by default
- WriteCreate MeetingCreate a new meeting record in Salesflare. Approval by default
- WriteCreate OpportunityCreate a new opportunity in Salesflare. Approval by default
- WriteCreate TagCreate a new tag in Salesflare. Approval by default
- WriteCreate TaskCreate a new task in Salesflare. Approval by default
- WriteCreate WorkflowCreate a new workflow (email automation sequence) in Salesflare. Approval by default
- WriteDelete AccountPermanently delete an account from Salesflare. Approval by default
- WriteDelete ContactDelete a contact from Salesflare. Approval by default
- WriteDelete Custom FieldDelete a custom field from Salesflare. Approval by default
- WriteDelete Internal NoteDelete an internal note from Salesflare by its message ID. Approval by default
- WriteDelete MeetingDelete a meeting from Salesflare. Approval by default
- WriteDelete OpportunityPermanently delete an opportunity from Salesflare. Approval by default
- WriteDelete TagDelete a tag from Salesflare. Approval by default
- WriteDelete TaskDelete a task from Salesflare. Approval by default
- WriteUpdate AccountUpdate an existing account in Salesflare. Approval by default
- WriteUpdate Account ContactsUpdate the contacts associated with a specific Salesflare account. Approval by default
- WriteUpdate Account UsersUpdate the users associated with a specific Salesflare account. Approval by default
- WriteUpdate AI SettingsUpdate AI settings for the Salesflare team. Approval by default
- WriteUpdate ContactUpdate an existing contact in Salesflare. Approval by default
- WriteUpdate Custom FieldUpdates an existing custom field for accounts, contacts, or opportunities in Salesflare. Approval by default
- WriteUpdate Email Data SourceUpdate the settings of an email data source in Salesflare. Approval by default
- WriteUpdate Internal NoteUpdate an existing internal note in Salesflare. Approval by default
- WriteUpdate OpportunityUpdate an existing opportunity in Salesflare. Approval by default
- WriteUpdate TagUpdate the name of an existing tag in Salesflare. Approval by default
- WriteUpdate TaskUpdate an existing task in Salesflare. Approval by default
- WriteUpdate WorkflowUpdate an existing workflow in Salesflare. Approval by default
- WriteUpdate Workflow AudienceRe-enter or exit an entity from a workflow in Salesflare. Approval by default
Questions
How does LuumenAI connect to Salesflare?
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Salesflare on its own?
Read actions answer immediately. Anything that writes — add account contacts, create account, create call, create contact, and more — is shown as a plan and requires approval by default, including the 8 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Salesflare — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Salesflare to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.