Linking Salesflare as a source
This source is currently in alpha. The interface and available tables may change.
The Salesflare connector syncs your CRM data into the PostHog Data warehouse, so you can analyze your sales pipeline alongside your product data. It imports contacts, accounts, opportunities, pipelines, tasks, tags, and workflows.
Prerequisites
You need a Salesflare account with permission to create an API key.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking Salesflare, you'll need:
- API key – create one under Settings → API keys in Salesflare. The key grants read access to your contacts, accounts, opportunities, pipelines, tasks, tags, and workflows.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
This source is full-refresh only. Salesflare's list endpoints don't expose a reliably ordered server-side timestamp filter, so every table is fully re-synced on each run.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
contacts | A person in your Salesflare CRM — a lead, prospect, or customer contact. | Full refresh | — | — |
accounts | A company or organisation tracked in Salesflare. | Full refresh | — | — |
opportunities | A sales opportunity (deal) in a pipeline. | Full refresh | — | — |
pipelines | A sales pipeline that opportunities move through. | Full refresh | — | — |
tasks | A to-do or reminder linked to a contact, account, or opportunity. | Full refresh | — | — |
tags | A label used to categorise contacts and accounts. | Full refresh | — | — |
workflows | An automated email workflow (campaign) configured in Salesflare. | Full refresh | — | — |
Troubleshooting
- If you see an authentication error, your API key is invalid or has been revoked. Generate a new key under Settings → API keys in Salesflare, then reconnect.
- If you see a permissions error, the key does not have access to this data. Check the key's permissions, then reconnect.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.