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11 steps to get set up in Salesflare
11 steps to get set up in Salesflare

The ultimate setup guide to get you started

Keri Byrne avatar
Written by Keri Byrne
Updated this week

Ready to get going with Salesflare but don't know where to start?

We'll walk you through it. 👊

This guide covers:

  • The order of steps to best get set up.

  • Highlights how to set up your automations.

  • Explains how things relate.

Let's go. 👇

Step 1: Install the Gmail/Outlook plugin, LinkedIn sidebar, & mobile app

Get equipped with the Salesflare sidebar in your inbox/LinkedIn account and download the mobile app. 


From the moment you install the plugin, your emails and link clicks are automatically tracked. And you can conveniently create accounts and opportunities from contacts you're emailing with or connecting with on LinkedIn.

Always on the go?

All features from the web app are available on the mobile app as well. 🙌

On top of that, your phone calls triggered from Salesflare are logged in the timelines for you, so you don't have to do it yourself.

This works everywhere: in the web app, Gmail and Outlook plugin, and in the mobile and tablet apps on both Android and iOS.

Are you using Android? Calls made outside the app are logged as well. Salesflare will synchronize your call history. 💪

Just looking to test? You can easily remove the Chrome plugin from chrome://extensions/ or from your Outlook add-ins later on.

Here's more on how email tracking, link tracking and phone call logging works.


Find the plugins and apps in Settings > Applications & Integrations.


Step 2: Synchronize your calendar

Sync up your meetings and emails to Salesflare.


When you connect your calendar(s) and email(s), your meetings and emails with contacts are automatically pulled into your task list and account timelines, so you don't have to log them anymore

When a meeting hasn't happened yet, it appears in the 'Today' and 'Upcoming' tasks lists. Once the meeting has occurred, it appears in the account timeline. You're even reminded to prepare for the meeting and log notes after as well. 👊

More on how the calendar sync works.


Connect your calendar in Settings > Calendar settings.

While you're at it, you can connect any additional email addresses you have in Settings > Email settings as well.


Step 3: Create a few accounts, with linked contacts & opportunities

Familiarize yourself with how Salesflare automatically pulls things together and how the different entities (accounts, contacts & opportunities) relate to each other.


Understanding how accounts, contacts and opportunities relate is key to getting set up properly from the get go.

As you probably know, Salesflare is made for B2B. Accounts (companies you sell to) are central, and opportunities and contacts are linked to this.

To understand how things work:

  • Make a few accounts.

  • Add some contacts to accounts.

  • Create a couple of opportunities. 

See what's pulled into the timelines. Notice how entities are linked.  Recognize what data is automatically enriched. Then it becomes smooth sailing when it's time to import your data.

You can read more on how accounts, contacts and opportunities relate.
Prefer learning by video? Learn the 3 ways to create accounts.


Use the orange plus sign on the tasks, accounts, contacts or opportunities page to create things.

Or you can accept the suggestions created based on your email interactions by clicking on Accounts > Suggestions:

Step 4: Set up your pipeline(s)

Visually represent your sales process by customizing the stages or creating multiple pipelines.


Everyone's sales process is different. It's good to customize your pipeline to your needs to make following up seamless. The more tailored to your sales process your pipeline is, the better.

Some ways to get started with pipeline customization:

Here's more on how to best set up your sales pipeline.


Create and edit stages and pipelines in Settings > Configure pipelines.


Step 5: Learn how to organize your follow up 

Learn how to use the pipeline and the tasks to keep an overview of what to do. Learn how to keep notes, and log meetings and calls manually when required.


The more you organize and automate your follow up, the more time you can spend on building relationships with potential customers.

Customize how often you want to be reminded to follow up. Understand where meetings and phone calls are logged and the different ways you can take notes.


Turn suggested tasks on and off in Settings > Task settings.

Write internal notes at the bottom of the account timeline. Add notes to meetings and phone calls from the timeline as well. 

Need to log a phone call or meeting manually?

Hit the blue clock button at the bottom of the timeline. 


Step 6: Familiarize yourself with advanced filters & bulk actions

Learn how easy it is to take control of your data.


With advanced filters and bulk actions, it's possible to do almost anything with your data.

Familiarize yourself with how they work now. This will help you become a power user in no time. 🚀

Some cool things you can do:

  • Trigger email workflows to contacts based on their stage in the pipeline.

  • Filter which accounts you haven't interacted with in a while.

  • Move opportunities to a different pipeline or stage in bulk.

  • & more...

More on how the advanced filters and saved filters work.


Filter using the filter icon to the right of the search icon.

Enter bulk mode by clicking any account, contact, opportunity or task's avatar.


Step 7: Invite team members

Invite colleagues to get a feel for how Salesflare works within a team.


With team members you can:

  • Assign opportunities and tasks to each other.

  • Share interactions with contacts.

  • Set targets.

  • Filter your insights.

  • See which people your colleagues have already been in contact with.

  • & more...

Salesflare was built to bring transparency between team members.

More on how to add team members and what is shared in your team.


Invite team members from Settings > Manage your team.

Once they've joined, set targets for them in Settings > Set targets.


Step 8: Create custom fields

Think about what data you'll need to keep track of that doesn't fit in the standard fields.


Salesflare provides standard and predefined fields for you but everyone has custom data.

Sometimes tags come in handy for custom data but often times custom fields are a better fit.

Compared to tags, custom fields are:

  • Cleaner

  • More organized

  • More structured

With custom fields you can for instance add:

  • Clickable URLs (e.g. Google Drive links)

  • Dates (e.g. trial expiry dates)

  • Multi-select dropdown menus (e.g. product lists)

  • & more...

Once you've set your custom fields up, you can filter by them whenever you want.

Read about the different types of fields you can create. Here's more on what fields are predefined for you already.



Step 9: Import your data

Now that the custom fields are set up, prepare your existing data for import.


Coming from a different CRM or a spreadsheet?

Import existing leads into Salesflare so you can continue your follow up with them in Salesflare and start analyzing your insights already.

More on how to import your data.
Prefer to learn by video? Watch here.



Step 10: Install web tracking

Install the website tracking script, so you can start capturing data from the start.


With the website tracking script, you can see:

  • When contacts are visiting your website.

  • Which page of your website they read.

  • How long they spend on each page.

Get a sense of who's really interested. Reach out to them once you see they're checking you out.

More on how website tracking works.


Find the website tracking script in Settings > Applications & Integrations.


Step 11: Send your first email workflow

Reach out to your customers and prospects at scale. Send out a first email sequence. 


Get a feel for how it works. With the email workflows feature, you can do things like:

  • Automate your follow up.

  • Check in with customers quarterly.

  • Organize an event and notify people about it.

  • Reach out to those you hosted a webinar for.

  • Set up an onboarding sequence.

Don't have any contacts to send an email campaign to yet? Send a test to yourself.
Heads up - Salesflare doesn't track your own email opens or link clicks.

More on how to create email workflows.
Prefer to learn by video? Watch here.


Hit the orange plus sign on the tasks, accounts, contacts or opportunities page.

Or going to the Workflows page and clicking 'Create Workflow'.

Or filter your contacts first and use the 3 dot menu in the top right.

Or select your contacts and click the send icon at the top right.

Bonus: Set up your automations

On top of setting up steps 1-11, you can build automation even further via the API or valuable tools like Zapier and Make. 💯


Connect all your workflows together so data flows effortlessly and you can keep it in one place.

Common integrations:

The possibilities are almost endless. Find more popular Zapier integrations here.


Check Salesflare's integrations page for the most popular integrations out there.

Find pre-made zap templates in Settings > Applications & Integrations.

Look at that! You're a champ!

You've made it through all 11 steps, so you're well on your way. 👊

Any questions? Just message us on the chat. 💬

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