Plugin · crm

Groxbot + Salesflare

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.

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How a Bot uses Salesflare

63 Salesflare tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

Look up the accounts you name in Salesflare. Return a short health read.
Draft a follow-up. Do not create or close records until you approve.
Cite the CRM fields. If a number is missing, it says so.

Never without you

Create or delete records
Email the customer from the CRM

First message

Look up these accounts in Salesflare. Health, last touch, risk. Do not email anyone.

Tools a Bot can call

A sample from the Salesflare toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

Add Account Contacts
Create Account
Create call
Create Contact
Create Custom Field
Create Internal Note

Jobs that use Salesflare

Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.