Salesflare connector

Use your Salesflare data for reporting, automation and AI.

Data Panda brings your Salesflare data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Salesflare

About Salesflare

The CRM that writes itself while sales sells.

Salesflare was founded in Antwerp in 2014 by Jeroen Corthout and Lieven Janssen, who wanted a CRM for their own software company that nobody had to update by hand. More than 10,000 small B2B teams now run on it, most of them five to fifty people with an agency-style or consultative sales motion, exactly the shape of buyer the big enterprise CRMs over-serve and under-fit.

The pitch is auto-data-capture: contacts, companies, opportunities and timelines get filled from email, email signatures, LinkedIn, calendar and web tracking, so the rep stops typing what the tool could read. Sales lives in a Gmail or Outlook sidebar, pipelines are Kanban, email sequences and workflows run inside the product.

The point of pulling Salesflare into a warehouse is not that Salesflare is thin on reporting. It is that Salesflare knows what sales did; it does not know what finance invoiced, what marketing sourced, or what support flagged a week after close. Those answers only show up when the auto-captured pipeline sits next to your accounting, your payments system and your webshop.

What your Salesflare data is for

What you get once Salesflare is connected.

Pipeline reporting that matches the invoice

Salesflare opportunities, activities and accounts on one chart with your accounting and payments.

Win rate per rep, pipeline and deal size, over rolling twelve weeks
Auto-captured activity mix (email, meeting, call) that predicts close, not the one reps hope predicts close
Closed-won opportunities matched to first paying invoice, with lag

Deal-to-cash automation

Keep Salesflare, the webshop, the accounting tool and the payments system on the same story.

Closed-won opportunity drafts an Exact Online or Yuki invoice
Stripe payment clears and stamps the Salesflare opportunity
Stale deals trigger Brevo or Mailchimp reactivation sequences

AI workflows

Use the auto-captured history to score which deals close and which quietly ghost.

Close-probability by stage, industry and activity pattern
Silent-deal detection before the forecast has to be cut
Next-best-action on contacts Salesflare scraped from signatures

Custom apps on your data

Small internal tools for people who should not be asked to learn Salesflare.

Commission preview tied to invoiced, not won, revenue
Account-health board mixing Salesflare activity with support tickets
Rep scorecards with auto-captured activity versus outcome

Use cases

Use cases we deliver with Salesflare data.

A list of concrete reports, automations and AI features we have built on Salesflare data. Pick the one that matches your situation.

Win rate by repClose rate per rep, deal size and industry over twelve weeks.

Auto-captured activityWhich email, meeting and call mix predicts close per segment, not which one feels right.

Closed-won to first invoiceLag between a Salesflare won opportunity and the first paying invoice.

Source-to-revenueWhich marketing source produced the deals that invoiced, not only the ones that signed.

Silent-deal flagOpportunities that went quiet, flagged before the next forecast cut.

Contact sprawl cleanupAuto-captured contacts deduped and re-linked to the right company.

Email-sequence outcomesWhich Salesflare sequence steps land meetings versus opt-outs.

Quota attainmentAttainment by team and rep against invoiced revenue, not pipeline.

Account health after closeSigned customers with no second invoice or a support spike, flagged early.

Webshop-to-CRM overlapB2B Shopify buyers linked to their Salesflare account and opportunity.

Real business questions

Answers you will finally get.

Which Salesflare deals turned into revenue finance ever saw?

Closed-won Salesflare opportunities matched to the first paying invoice in Exact Online or Yuki, per rep and per pipeline. Shows which wins turn into cash within a quarter, next to the ones that looked great at the Monday stand-up and never paid the rent.

Which activity pattern predicts close for our kind of deal?

Auto-captured emails, meetings and calls from Salesflare mapped to the deals that won and the deals that stalled, per segment and deal size. Coaching conversations get specific about the step where a given rep loses deals, not the general advice that nobody acts on.

How many contacts did Salesflare auto-capture that nobody has ever touched?

Contacts scraped from email signatures and LinkedIn that have no opportunity, no sequence and no manual touch since creation. A big number here is not a problem; it is the ICP signal Salesflare already captured and your team has not worked yet.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Closed-won Salesflare opportunities tracked to invoiced revenue in the accounting tool, with lag and drop-off visible. Forecast meetings stop equating won deals with revenue, because the reconciliation is already on screen.

For sales leaders

Auto-captured activity mix, win rate and pipeline velocity per rep, next to the commission the wins produced. Sales leaders coach on the specific activity step that is costing someone the quarter, not on gut feel.

For operations

Account sprawl from auto-captured contacts, source quality over twelve months and account health after close. Territory and staffing calls are made against revenue that cleared, not a pipeline screenshot.

Ideas

What you can automate with Salesflare.

Salesflare

Pair with Exact Online

Turn closed-won Salesflare deals into Exact Online invoices

When a Salesflare opportunity reaches closed-won, a sales invoice is drafted in Exact Online with the right customer, product lines and VAT treatment. The Exact Online invoice number and paid state land back on the Salesflare opportunity, so the rep sees when their deal turned into cash instead of guessing.

Salesflare

Pair with Stripe

Close the loop between a Salesflare won deal and a paid Stripe invoice

A Salesflare opportunity marked closed-won is linked to the Stripe subscription or invoice it produced. First successful charge, dunning failures and churn events flow back to the opportunity, so commission, revenue recognition and customer health all read the same number.

Salesflare

Pair with Brevo

Trigger Brevo sequences from Salesflare stage changes

When a Salesflare opportunity moves stage, goes silent or is won, the matching Brevo campaign fires: a reactivation for stalled deals, onboarding for new customers, or a stay-in-touch list for the contacts Salesflare auto-captured but nobody has worked yet. The marketing list reacts to the pipeline, not to its own clock.

Salesflare

Pair with Shopify

Link Shopify B2B buyers to their Salesflare account

B2B customers on your Shopify store are matched to their Salesflare account and opportunity, so the rep sees orders next to deal stage and lifetime spend. Reorder cadence and basket mix become part of the account view instead of living one team away in ecommerce.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Salesflare data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Salesflare to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Salesflare connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Do auto-captured contacts and signature fields make it into the warehouse?

Yes. Contacts, company enrichment, signature-scraped fields and activity timelines all land as first-class columns. We keep both the auto-captured and the manually overridden value where Salesflare stores both, so you can see where the tool guessed and where a human corrected it.

What about Salesflare email sequences and workflows?

Sequence steps, open and click events and workflow runs are synced alongside the opportunities and contacts they touch. That makes it possible to ask which specific sequence step still lands meetings twelve months in, not just which sequence got the most replies last week.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Salesflare setup and the systems around it. Together we pick the first thing worth building.

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