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Salesflare

Salesflare MCP integration

Looks up live Salesflare pipeline and account data and triggers updates directly from the conversation.

Connect SalesflareSee all integrations

3actions available

  1. Home/
  2. Integrations/
  3. Salesflare

What your agent can do with Salesflare

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Look up Salesflare data

    Lyro fetches current contact and deal information from Salesflare to resolve customer questions mid-conversation. Support agents no longer need to leave the chat to check what's happening in the CRM.

  • Trigger a Salesflare update

    Lyro updates Salesflare records directly when a customer asks to change their information or request status. Agents save time by letting Lyro push changes without manual CRM entry.

How businesses use Salesflare + Lyro

Each card is one request a support team gets, and the Salesflare actions Lyro runs to close it.

  • search

    Answer an account question from live pipeline data

    When a customer or rep asks about deal stage or account status, Lyro connects the Salesflare account and looks up the current data inline.

    Connect Salesflare AccountLook Up Salesflare Data
  • update

    Update a Salesflare record from the conversation

    Once the account is connected, Lyro triggers the Salesflare update a request calls for, instead of a rep opening the CRM to make it by hand.

    Connect Salesflare AccountTrigger Salesflare Update
  • sync

    Confirm pipeline data before changing it

    Lyro looks up the current Salesflare data before triggering an update, so the change reflects what the pipeline actually shows at that moment.

    Look Up Salesflare DataTrigger Salesflare Update
  • alt_route

    Handle a full request in one pass

    For a request that needs all three steps, Lyro connects the account, looks up the relevant pipeline data, and triggers the update without a manual handoff.

    Connect Salesflare AccountLook Up Salesflare DataTrigger Salesflare Update

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Salesflare actions it has and picks the ones a request needs.

  1. 01

    Connect Salesflare

    Authorize the Salesflare account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Salesflare actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Salesflare · Lyro

What can you do in Salesflare without me setting anything up?

These, right away:

  • Connect a Salesflare account
  • Look up Salesflare data
  • Trigger a Salesflare update

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Salesflare

Setup, permissions, and the limits of what Lyro can do inside Salesflare.

  • Three things: connect a Salesflare account, look up current pipeline or account data, and trigger an update in Salesflare - all inside the conversation instead of switching to the CRM.

  • Whatever the connected account has access to that's relevant to the conversation - Salesflare automates data entry as deals move, and Lyro reads that live pipeline data back rather than working from a stale export.

  • No - Lyro's Salesflare connection uses the same authorization as any other workflow, and it only looks up or updates what the connected account is granted access to.

  • Those run as a scheduled workflow outside the conversation. Lyro looks up or updates Salesflare data while the conversation is still open, so the answer or the change happens as part of that exchange.

The tools Salesflare sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Blackbaudarrow_outward

    Blackbaud

    Pulls gift, payment and membership records by ID and appends new donations to an open gift batch.

  • Dynamics365arrow_outward

    Dynamics365

    Opens cases with the contact attached, reads invoice and lead records, qualifies leads into opportunities, and raises sales orders.

  • Helloleadsarrow_outward

    Helloleads

    Helloleads is a smart lead management solution built for small businesses.

  • Nutshellarrow_outward

    Nutshell

    Looks up current Nutshell CRM data and triggers updates directly from a Lyro conversation.

  • Salesforcearrow_outward

    Salesforce

    Identifies the customer in the CRM, answers from Salesforce knowledge articles, captures and routes leads, and logs the outcome on the record.

  • Zoho biginarrow_outward

    Zoho bigin

    Finds and upserts customer records without duplicating them, files notes and attachments, and reads deal stage straight off the team pipeline.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Salesflare?

Authorize the account and your agent has all 3 actions from the first conversation.

Connect SalesflareTalk to sales
Connect SalesflareTalk to sales
Support agent working at a laptop next to the Lyro mascot