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min read

February 5, 2026

Grata Integration Update: From Discovery to Outreach in One Streamlined Workflow

Find better targets faster with context-aware deal sourcing. Our enhanced Grata integration remembers your search criteria, enabling seamless, multi-turn workflows from discovery to outreach.

Paul-Adrien Morange

Product Manager

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Blueflame AI

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Table of Contents

At a glance

  • Direct Grata integration enables seamless access to verified data on 19M+ public and private companies with agentic search and natural language interpretation
  • Context-aware workflows remember previous searches and filters, allowing iterative refinement without restating criteria across multi-turn interactions
  • Unified deal environment connects Grata intelligence with CRM, email, and other tools for end-to-end sourcing and screening in one platform

In competitive deal environments, speed and precision matter. But deal teams can spend hours toggling between sourcing platforms, CRMs, and email—manually transferring company data, restating search criteria, and losing context at every handoff. We've enhanced our integration with Grata to eliminate this friction.

Now, you can search Grata’s verified public and private company data using natural language, refine results without restating context, and move seamlessly from discovery to CRM updates to personalized outreach—directly in Blueflame AI, all in one workflow. These improvements build on the foundation we established last September, fundamentally transforming how quickly and confidently your team can move from target identification to qualified engagement.

What’s changed

Blueflame AI now connects directly to Grata's dataset and agentic search capabilities, delivering the same level of context retention, multi-turn refinement, and usability users expect across the Blueflame platform. This transforms how you interact with Grata's company intelligence—from natural language search through real-time data access to seamless workflow handoffs.

Search conversationally

Ask "Find SaaS companies similar to Acme Corp with revenue between $50M and $100M in the Midwest" and get relevant results without rigid syntax or structured queries.

Refine without repeating yourself

After your initial search, ask Blueflame to "filter by Series B funding" or "only show companies in Illinois." Blueflame AI remembers your context so you don’t need to restate your entire query.

Filter flexibly

Apply multiple filters, such as revenue, funding amounts, and geography, in a single prompt and refine results iteratively.

Move seamlessly from discovery to action

Once you've identified targets, ask Blueflame to "Create Salesforce opportunities for the top 10 and draft personalized outreach to each CEO." Blueflame AI handles the handoffs by populating CRM fields with Grata data, pulling verified contacts, and generating tailored emails.

Trust your results

When searches return zero results, you'll see clear explanations: "No companies match your criteria" versus "System error." This transparency helps you understand whether to adjust search parameters or investigate technical issues.

Always work with current data

Company funding events, executive changes, and firmographic updates sync in real-time, no manual refresh required. This means you're always working with Grata's latest verified intelligence.

Why this matters

Deal teams can't afford to waste time on manual data transfers, stale information, or fragmented workflows. Blueflame AI’s integration with Grata delivers the speed, accuracy, and continuity that high-performing sourcing operations require.

  • Faster sourcing cycles: Move from target identification to qualified outreach in minutes, not hours.
  • Higher-quality engagement: Generate personalized outreach that combines Grata's verified company intelligence with your firm's specific experience and context.
  • Greater confidence: Real-time data synchronization means you're always working with current information. Transparent error handling helps you understand and trust your results.
  • Reduced friction: Eliminate tool switching between Grata, CRM, email, and internal systems. Keep sourcing and screening work in one unified environment.
  • Scalable operations: Junior team members can execute sophisticated sourcing workflows without deep training on multiple platforms.

Frequently asked questions

How does Blueflame's Grata integration differ from using Grata directly?

The integration brings Grata's private market intelligence directly into the Blueflame platform, enabling you to enrich your deal sourcing and screening workflows with AI-powered search and agentic workflows. You can search Grata's data on 19M+ companies, then seamlessly move to updating CRM records or drafting outreach emails in one workflow. The integration unifies Grata's private market data with your firm's internal knowledge and other connected applications, enabling you to work in one place instead of toggling between Grata, your CRM, email, and spreadsheets.

What does "context retention" mean for deal sourcing workflows?

Context retention means you don't need to repeat yourself. Ask Blueflame to find companies similar to a target, then say "filter by revenue over $50M. The system remembers you're still working with that Grata search. Refine further with "only show companies in the Midwest"—no need to restate the entire query. Context even carries forward when you move to related tasks like creating Salesforce opportunities or drafting emails.

What type of company data can I access from Grata in Blueflame?

The integration provides access to Grata’s verified, filing-based data on 19M+ public and private companies, not scraped web content or estimates. Available data includes firmographics, ownership structure, funding history, revenue estimates, headcount trends, investor information, and verified executive and board contacts. Coverage is global, with particularly strong depth in U.S. private company data.

What sourcing and screening workflows does the Grata integration support?

The integration supports end-to-end sourcing workflows within Blueflame. Run similar searches to identify lookalike or roll-up targets, apply multiple filters like revenue and geography, enrich company lists with ownership and funding data, pull verified executive contacts, and draft personalized outreach—all in a single workflow. You can also integrate Grata searches with your CRM to create opportunities or exclude companies you're already tracking.

How do I get access to the Grata integration in Blueflame?

If you're an existing Blueflame client with a Grata API license, contact your Blueflame Customer Success representative to activate the integration. If you have Blueflame but not Grata, your Customer Success rep can connect you with Grata's team. New to Blueflame? Request a demo to see the integration in action and learn about licensing requirements.

See the enhanced integration in action

Ready to streamline your sourcing and screening workflows? The integration is available for Blueflame AI clients with a Grata API license.

Request a demo to see how context-aware company intelligence can help your team find better targets faster—and move from discovery to outreach without switching tools.

Already a Blueflame client? Contact your Customer Success representative to get started today.