Bit Form → SalesflareEvents and actions

Use Bit Form submissions to automate Salesflare

Add people to Salesflare when they submit your Bit Form form. Choose the form and destination, match the email field, then test it.

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Automation ideas

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Salesflare when a specific Bit Form form is submitted

When a specific Bit Form form is submitted.
Tag a contact in Salesflare

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Create or update a contact in Salesflare when a specific Bit Form form is submitted

When a specific Bit Form form is submitted.
Create or update a contact in Salesflare

Available in Noptin

Salesflare actions

Contacts

3 actions

View actions

Create or update a contact in Salesflare
Remove a contact from Salesflare
Unsubscribe a contact from Salesflare

Bit Form events

Forms

1 event

When a specific Bit Form form is submitted.

About this connection

How the two tools fit together

Bit Form: Noptin loads your Bit Form forms and the fields belonging to the form you select.

Salesflare: Salesflare is an intelligent CRM platform designed for small and medium-sized businesses that automates data entry, tracks customer interactions, and helps manage sales pipelines to streamline sales processes and improve efficiency.

What information can you send?

First choose the Bit Form form. Noptin then shows the answers that form collects, so you can send the right ones to Salesflare.

Lists, tags, and custom fields depend on the connected Salesflare account and the audience selected.

To add a contact, your form needs an email field. You can send other answers only if the form collects them.

Start here

Set up Bit Form and Salesflare with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Bit Form and Salesflare from Noptin → Extensions. How to activate your license.
Install and set up Bit Form on your WordPress site. Connect Salesflare in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Select the Bit Form form whose submissions should start the automation.
Choose a Salesflare action from the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Bit Form and Salesflare?

Build the automation in your WordPress dashboard with Noptin.

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