Salesflare + Querri
Querri reads Salesflare accounts, contacts, opportunities, tasks and pipelines. Ask which deals need attention and what your pipeline is really worth.
Querri only reads from Salesflare and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Tasks and opportunities are separate lists, so finding open deals with nothing scheduled means checking account by account. Querri matches tasks to opportunities through their account and lists the open deals with no upcoming task, ready for the weekly pipeline meeting.
AI ChatEach opportunity records when it last changed stage, but turning that into a team-wide count of stalled deals takes a filter someone has to maintain. Querri tracks stalled deals as a KPI against a threshold you set, refreshed on every sync.
KPIsChecking a deal usually means opening the CRM and filtering. With Querri connected, you can ask about Salesflare opportunities and accounts from Claude or ChatGPT, with the same access rules applied.
Claude, ChatGPT & moreWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Salesflare and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Salesflare" or pick it from the connector catalog.
A single Salesflare API key is all Querri needs. It goes into the secure form, out of the Connector Agent's sight.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Paste an API key into the secure form after asking the Connector Agent to connect Salesflare. The agent never sees the key. From there, decide which records come over and how often they refresh, then approve the first load.
Accounts, contacts, persons, opportunities, tasks, pipelines, workflows, tags and users, plus custom field types and connected email data sources. That is enough to follow a deal from first contact to close.
Each sync reloads your selected Salesflare data in full, on a daily, weekly or monthly schedule, or when you run it by hand. Answers reflect the most recent sync rather than the CRM at this second.
Yes. Connect your billing or accounting system as well and ask which won Salesflare opportunities have turned into paid invoices. Querri matches the two by account so the answer comes back as a single table.
No. Querri only reads from Salesflare. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Salesflare, add the rest of your systems, and get answers your whole team can check.
