How can I use Salesflare with ChatGPT or Claude?
Connect Salesflare to ChatGPT or Claude to look up and work with your CRM data using natural language.
Salesflare is available in both the official ChatGPT app directory and the Claude connector directory. This is the easiest and recommended way to connect it.
In short
Choose your AI assistant:
Open the relevant directory page, connect Salesflare, and complete the authentication flow.
Once connected, you can ask ChatGPT or Claude to find and work with information in your Salesflare account.
What can I use it for?
You can ask questions and give instructions such as:
Show me my biggest open opportunities
Find accounts I haven’t followed up with recently
List the contacts at a specific company
Show opportunities in a particular pipeline
Create a follow-up task for next Tuesday
Update an opportunity
Find the accounts that need my attention most
The exact actions available can depend on your ChatGPT or Claude plan, workspace configuration, and permissions in Salesflare.
Connect Salesflare to ChatGPT
Here's how to do it:
Open the Salesflare app in ChatGPT.
Click the option to connect or install Salesflare.
Sign in to Salesflare when prompted.
Approve the requested access.
Start a new conversation and select or invoke the Salesflare app.
In a company-managed ChatGPT workspace, an administrator may first need to allow the Salesflare app.
Try a prompt like:
Use Salesflare to show my open opportunities in the larger prospects pipeline, sorted by value.
Being explicit about using Salesflare is helpful, particularly when ChatGPT has access to several apps.
Connect Salesflare to Claude
Here's how to do it:
Open the Salesflare connector in Claude.
Click the option to add or connect Salesflare.
Sign in to Salesflare when prompted.
Approve the requested access.
Enable Salesflare from Claude’s connector or tools menu when starting your conversation.
In a company-managed Claude workspace, an owner or administrator may first need to enable the connector.
Try a prompt like:
Using Salesflare, show me the ten open opportunities that need attention most.
Claude may allow you to control which Salesflare tools are enabled. Only enable the tools you need for the task at hand.
Example prompts
Here are some prompts to get started:
Show me my biggest open opportunities in Salesflare.
Find accounts in Salesflare with no recent follow-up.
List all contacts at [company name].
Show my opportunities in the larger prospects pipeline.
Sort my open opportunities by value.
Create a task to follow up with [contact] next Tuesday.
Summarize the recent activity for [account].
Find opportunities that have not been updated recently.
It is usually best to start with lookup and read-only questions. Once you are comfortable with the connection, you can move on to creating or updating data.
Troubleshooting
Salesflare does not appear as an available app or connector
Check that:
Your ChatGPT or Claude plan supports apps or connectors
Apps or connectors are enabled for your workspace
An administrator has approved Salesflare, if required
You are signed in to the correct ChatGPT or Claude account
Authentication does not complete
This can happen when:
The login or authorization window is blocked
Cookies or pop-ups are disabled
You signed in with a different Salesflare account than intended
Your workspace administrator has not enabled the connector
The authentication process was interrupted
Try connecting again in a regular browser window with pop-ups and cookies enabled.
The assistant connects but does not use Salesflare
Explicitly mention Salesflare in your prompt.
For example:
Use Salesflare to show my open opportunities.
I’m worried about changes being made to my CRM
Start with read-only requests such as searching, listing, or summarizing information.
For actions that create or modify data, carefully review what the assistant proposes or asks you to confirm before proceeding.
Advanced: add Salesflare as a custom MCP connector
Most users should install Salesflare directly from the ChatGPT or Claude directory.
If the directory listing is unavailable for your account, or you specifically need to configure a custom connector, use Salesflare’s MCP server:
https://mcp.salesflare.com/mcp
Use Salesflare as the connector name.
If the setup asks for an icon, you can use the official Salesflare icon:
https://drive.google.com/file/d/1EzZ4kp4BeRoXaFkDLuNOW8UzORRA3Bni/view
The exact custom-connector setup steps differ between ChatGPT and Claude and
may depend on your plan and workspace settings.
That’s all we have. If you have any further questions, let us know on the chat!