Salesflare Integration Setup

Connect Parsley to Salesflare CRM for automatic lead and conversation sync. This guide walks you through setup and verification.

Quick Setup

1. Have a Salesflare account
2. Navigate to Hub > Integrations in Parsley
3. Click Connect on the Salesflare card
4. Enter your Salesflare API key
5. Verify the connection shows "Connected" status

That's it. Leads and conversations now sync automatically.

Prerequisites

• A Salesflare account - Sign up at salesflare.com if you don't have one.
• A Parsley Business account - CRM integrations require a Business plan. Upgrade here if you're on Free.
• Your Salesflare API key - Found in Settings > API Keys in Salesflare.

Step 1: Get Your API Key

1. Log in to Salesflare
2. Go to Settings (gear icon)
3. Click API Keys
4. Click Create API Key
5. Name it "Parsley Integration"
6. Copy the generated key

Keep this key secure - you'll need it in the next step.

Step 2: Connect to Salesflare

From your Parsley dashboard:

1. Go to Hub in the left sidebar
2. Click Integrations
3. Find the Salesflare card
4. Click Connect
5. Paste your API key
6. Click Save

The Salesflare card will now show "Connected" status.

Step 3: Contact Sync

Contact sync is enabled by default. Here's what happens when you capture a lead:

How it works:

• Parsley searches for existing contacts by email
• If found, Parsley updates the contact
• If not, Parsley creates a new contact
• Accounts are auto-created or linked based on company name

Sync triggers:

• Lead capture via contact exchange form
• Lead capture via chatbot conversation
• Contact form submissions on your profile

Step 4: Conversation Sync

When a prospect has a meaningful chatbot conversation on your Parsley profile, the context syncs to Salesflare as a note on their Account record.

What syncs to Salesflare:

• Conversation summary - Key points and topics discussed
• Lead quality score - Hot, Warm, or Cold based on signals
• Intent signal - High intent, Evaluation, Research, or Support
• BANT signals - Budget, Authority, Need, Timeline indicators
• Engagement metrics - Message count, session duration

The conversation note appears in the Account's timeline, giving you context before your first call.

Step 5: Verify the Connection

1. Check the integration status - The Salesflare card should show "Connected"
2. Capture a test lead - Use your own email to fill out your profile's contact form
3. Check Salesflare - Within a few seconds, you should see a new Contact record
4. Have a chatbot conversation - Ask a few questions on your profile's chatbot
5. Check the Account's timeline - The conversation note should appear

Troubleshooting

"Invalid API Key" Error

• Make sure you copied the complete API key
• Check that the API key hasn't been revoked in Salesflare
• Try creating a new API key

Leads Not Syncing

• Verify the integration shows "Connected" status
• Check that you're on a Parsley Business plan
• Ensure the lead has a valid email address

Conversations Not Appearing

• Conversation sync only triggers for substantive conversations (3+ messages)
• Notes appear in the Account's activity timeline

What's Next

• Use Salesflare's pipeline automation with your synced leads

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Questions? Contact us or email peter@parsley.id.