QuillForms → SalesflareEvents and actions

Use QuillForms submissions to automate Salesflare

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

Already using Noptin? Learn how to create an automation rule.

QuillFormsQuillFormsSalesflareSalesflare
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Automations

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 QuillForms form is submitted

  1. QuillFormsWhen a specific QuillForms form is submitted.
  2. SalesflareTag 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 QuillForms form is submitted

  1. QuillFormsWhen a specific QuillForms form is submitted.
  2. SalesflareCreate 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

Tags

2 actions

View actions
  • Tag a contact in Salesflare
  • Remove a Tag from a contact in Salesflare

Available in Noptin

QuillForms events

Forms

1 event

  • When a specific QuillForms form is submitted.

About this connection

How the two tools fit together

QuillForms: Choose the QuillForms form that starts the automation. Noptin receives its submitted answers even when QuillForms entry storage is disabled.

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 QuillForms 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 QuillForms and Salesflare with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for QuillForms and Salesflare from Noptin → Extensions. How to activate your license.
  3. Install and set up QuillForms 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

  1. Select the QuillForms form whose submissions should start the automation.
  2. Choose an action from Salesflare in the list above and fill in its required settings.
  3. 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 QuillForms and Salesflare?

Build the automation in your WordPress dashboard with Noptin.

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