Salesflare

Connect Salesflare

Salesflare is the B2B CRM that keeps much of your pipeline up to date for you: it pulls in company data and emails against your accounts automatically. Great for sales, but the moment you win an opportunity, that same customer still has to be added as a debtor in your accounting by hand, with an invoice. Schakel takes that over: accounts arrive as relations and won opportunities can land as invoices, so your books follow the pipeline without you retyping.

Systems · 180
From
To

Salesflare

What travels with Salesflare

  • Accounts as relations

    Every account behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked won can arrive as an invoice with amount and description in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per pipeline stays recognisable.

Why connect Salesflare

  • Your books follow the pipeline without retyping.
  • Accounts and relations stay clean and free of duplicates.
  • Revenue per pipeline stays recognisable in the ledger.
  • Sales works in Salesflare, your accounting keeps up.

How it works

  1. 01

    Connect Salesflare

    Connect Salesflare to Schakel through its API. Nothing changes about how you work inside Salesflare.

  2. 02

    Choose which opportunities book

    Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.

  3. 03

    Won deals flow through

    Mark an opportunity won and the relation and invoice are ready in your books.

Salesflare, common questions

Can I connect Salesflare to my accounting?

Yes. Request this connector and get access; your accounts and won opportunities from Salesflare are then placed in your accounting as relations and invoices.

Does every opportunity have to become an invoice?

No. You choose which pipeline or stage produces an invoice; the rest stays out of your accounting.

Which accounting can I connect to?

Salesflare can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Salesflare connection you do not see here?

Tell us which system Salesflare should connect to. Request it and you get access; you hear from us within 24 hours.