Salesflare Integration: The Best Way to Automate Your WordPress Workflow

Salesflare Integrations: Try Salesflare, the #1 simple CRM for small businesses selling B2B. Integrate with Google & Outlook. Be fully mobile. Automate your CRM from existing data.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Salesflare. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Salesflare.

Available Actions

• Create Account: This action will create an account in Salesflare.
• Create Contact: This action will create a contact in Salesflare.
• Create Opportunity: This action will create a Opportunity in Salesflare.

Authorization of Salesflare Integration

First you have to select the Salesflare from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Salesflare from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get your Salesflare API Key, follow these steps:

• Log in to your “Salesflare” account.
• On the left side, click “Settings”.
• Scroll down and click “API Keys”.
• Click the “+” icon to create a new “API key”.
• Enter a name for your “API key” and click “Create”.
• Your “API key” will be displayed. Copy and paste it into the “API key” field on your integrations page.

Once you have successfully entered your Salesflare API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an option from the drop-down list. For Example: “Create Contact“

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Salesflare. The “First Name” and “Email” field is the default field in Salesflare, so you will need to map your form’s “First Name” and “Email” field to this field in Salesflare.

Actions

Add Tags: You can add tags by checking this box.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Salesflare. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Elementor Form with Salesflare

Elementor Form Integration with Salesflare using Bit Integrations. When an Elementor Form is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Gravity Forms with Salesflare

Gravity Forms Integration with Salesflare using Bit Integrations. When a Gravity Forms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

WPForms with Salesflare

WPForms Integration with Salesflare using Bit Integrations. When a WPForms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Contact Form 7 with Salesflare

Contact Form 7 Integration with Salesflare using Bit Integrations. When a Contact Form 7 is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

WooCommerce with Salesflare

WooCommerce Integration with Salesflare using Bit Integrations. When a user create a customer or create a product in WooCommerce, then a new account, contact, or opportunity is automatically created in Salesflare.

Ninja Forms with Salesflare

Ninja Forms Integration with Salesflare using Bit Integrations. When a Ninja Forms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Forminator Forms with Salesflare

Forminator Forms Integration with Salesflare using Bit Integrations. When a Forminator Forms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Formidable Forms with Salesflare

Formidable Forms Integration with Salesflare using Bit Integrations. When a Formidable Forms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Fluent Forms with Salesflare

Fluent Forms Integration with Salesflare using Bit Integrations. When a Fluent Forms is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.

Bit Form with Salesflare

Bit Form Integration with Salesflare using Bit Integrations. When a Bit Form is submitted, then a new account, contact, or opportunity is automatically created in Salesflare.