Connect Salesflare to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Salesflare. It reads your contacts, accounts, opportunities and stages and writes new contacts, accounts, opportunities, stage moves, tags, internal notes and tasks through Salesflare’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
Salesflare builds your contacts from your email and calendar, but leads who message on WhatsApp or Instagram do not reach it on their own. AeroChat answers those conversations on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, and records the result in Salesflare as it goes: the contact and account, the opportunity in the right stage, the tags, an internal note for the team and the follow-up task. It connects through Salesflare’s public API. You describe the workflow in your own words, AeroChat builds it, and Salesflare stays the place your sales team works.
What you can do with Salesflare and AeroChat
- Turn new chat leads into Salesflare contacts. When someone new messages, AeroChat answers, takes their details and creates the contact and their account, tagged with the channel, and marks them opted out if they do not want marketing.
- Recognise returning customers. AeroChat finds the contact in Salesflare by phone number or email, reads their account, open opportunities and owner, and greets them with that context.
- Create an opportunity in your pipeline. When a lead wants a quote, AeroChat creates an opportunity on their account in the right pipeline and stage, with the value, lead source and assignee.
- Move the opportunity as you qualify. AeroChat asks your qualifying questions and moves the opportunity to the stage that matches, or marks it lost with a reason.
- Leave an internal note for the team. AeroChat adds a note to the account with a summary of the chat and mentions the owner, so they see it straight away.
- Book a callback as a Salesflare task. When a customer asks for a call or a document, AeroChat creates a task on their account, with a reminder date and the teammate assigned.
What it looks like on WhatsApp
Customer: Hi, do you offer software training for teams? (example)
AeroChat: Yes, we run on-site and online training for teams of 5 to 50. How many people would join, and can I take your name and company?
Customer: About 20. I’m Ravi Menon, Coastline Logistics.
AeroChat: Thanks, Ravi. Our team will send you options and a quote for 20 people by tomorrow.
In Salesflare: a new contact Ravi Menon on the account Coastline Logistics, tagged “whatsapp”, and an opportunity “Team training, 20 people” in the Sales pipeline at the Lead stage, lead source WhatsApp, assigned to the account owner.
Customer: Can someone call me on Monday about the contract? (example)
AeroChat: Of course. I’ve asked Elena, who looks after your account, to call you on Monday at 11am. Is this the right number?
Customer: Yes.
In Salesflare: a task “Call about the contract” on the customer’s account, assigned to Elena, with a reminder on Monday at 11am, and an internal note mentioning her.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Salesflare connection and the same workflows run on every channel AeroChat supports, and Salesflare stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your products or services, ask for a quote or a callback, and land in Salesflare. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Salesflare’s public API, documented at Salesflare’s API docs. Through it, AeroChat searches contacts, reads accounts, opportunities, pipelines and stages, and creates or updates contacts, accounts, opportunities, tags, internal notes and tasks.
- What AeroChat reads from Salesflare: contacts and accounts, opportunities with their pipeline, stage, value, owner and assignee, your pipelines and stages, tags, custom fields, users and tasks.
- What AeroChat writes to Salesflare: new and updated contacts and accounts, tags, opt-out status, new opportunities, stage moves and lost reasons, internal notes with mentions, and tasks with reminder dates and assignees.
To connect, a Salesflare user opens Settings, then API keys, clicks the orange plus button to create a key for AeroChat and copies it.
You describe the workflow in your own words, for example “when a new lead messages, create the contact in Salesflare, open an opportunity at the Lead stage and remind the owner to call”. AeroChat builds the workflow as a draft and asks for the Salesflare key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Six ready-made workflows for Salesflare. Copy one into AeroChat, add your Salesflare key, and it runs on every channel.
1. Turn a new chat lead into a Salesflare contact
Copy this into AeroChat
When someone new asks about our products or services, answer their question first from our knowledge base. Then ask for their name, their company and what they are looking for. Search Salesflare contacts for the phone number they are messaging from. If there is none, create an account for their company, or under their own name if they have no company, and create the contact on that account with their name and phone number. Add a tag for the channel they used. Ask once whether they are happy to receive updates from us. If they say no, mark the contact as opted out.
2. Recognise a returning customer
Copy this into AeroChat
When someone messages, search Salesflare contacts for the phone number they are messaging from, or the email they give. If you find one, read their account, its owner and any open opportunities with their stage. Greet them by name and ask whether they are getting in touch about the open opportunity. Tell them who looks after their account. If they ask for that person, hand the conversation over. Never share details from another account.
3. Create an opportunity in your pipeline
Copy this into AeroChat
When a lead asks for a quote or a proposal, find or create their contact and account as in our new-lead workflow. Create an opportunity on the account in our Sales pipeline at the Lead stage (example), named after what they asked for, with the channel as the lead source and the account owner as the assignee. If they mention a budget, save it as the value. Tell them who will send the quote and by when.
4. Move the opportunity as you qualify
Copy this into AeroChat
When a lead has an opportunity at the Lead stage, ask one at a time what they need, how many people or units, and when they want to start (example questions). Save the value on the opportunity. If the value is at least 5,000 and they want to start within three months (example rule), move the opportunity to Qualified. If they say they have chosen another option, mark the opportunity lost with the reason they gave. Otherwise leave it at Lead and thank them.
5. Leave an internal note for the team
Copy this into AeroChat
When a conversation with a customer who has an account in Salesflare ends or is handed over, add an internal note to the account with a short summary: what they asked, what we answered, anything they said about budget or timing, and what they are waiting for from us. Mention the account owner in the note. Keep it under five lines.
6. Book a callback as a Salesflare task
Copy this into AeroChat
When a customer asks for a call, ask what day and time suit them within our hours, Monday to Friday 9am to 6pm (example). Find their account in Salesflare, or create one as in our new-lead workflow. Create a task on the account describing what they want to discuss, with the reminder date set to the time they chose, assigned to the account owner. Confirm the day, time and the name of the person who will call.
Who uses it
Salesflare is used by small B2B teams that sell by email, phone and meetings: agencies, software companies, consultancies, training providers and distributors. The recipes above fit any of them once you change the pipeline, stages and questions to your own. See more WhatsApp CRM workflows.
What stays in Salesflare
AeroChat handles the conversation. Salesflare stays the record: contacts, accounts, opportunities, pipelines, tasks, your email and meeting history, your workflows and your reports. Every contact, opportunity and task AeroChat creates appears in Salesflare like any other, so your team works the same way. Keep your pipelines, stages and team in Salesflare up to date, so AeroChat moves opportunities to stages and people that exist.
WhatsApp workflows that use Salesflare
These end-to-end WhatsApp workflows run with Salesflare behind them. See them all in the WhatsApp workflows library.
Questions
Does AeroChat work with Salesflare?
Yes. It connects through Salesflare’s public API with an API key you create in your own Salesflare account. It is not a Salesflare product or listing.
Can WhatsApp leads go straight into Salesflare?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the contact and account, tags the channel, and opens an opportunity when they ask for a quote.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and someone on your team creates an API key in Salesflare and pastes it into the dashboard.
Which plan do I need?
On the Salesflare side, you create the key in Settings, under API keys. If you do not see that page, check with Salesflare which plans include API access. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Salesflare to your chat
Paste the new-lead recipe, add your Salesflare key, and message your own number asking about your services.
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