Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
Ninja Forms: Ninja Forms is a webform builder with unparalleled ease of use and features.
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 Ninja Forms 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 Ninja Forms and Salesflare with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Salesflare from Noptin → Extensions. How to activate your license.
- Install and set up Ninja Forms 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.
Put it together
Set up the automation in WordPress
- Select the Ninja Forms form whose submissions should start the automation.
- Choose an action from Salesflare in 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.