Tag a contact in Salesflare when a member registers
When a member registers
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.
Simple Membership → SalesflareEvents and actions
Use Simple Membership events to automate Salesflare
Choose an event from Simple Membership to start an automation, then choose from the Salesflare actions listed below. The action settings show what information you need to provide.
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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.
Create or update a contact in Salesflare when a member registers
- When a member registers
- Create or update a contact in Salesflare
Tag a contact in Salesflare when a member's membership level changes
- When a member's membership level changes
- Tag 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
Simple Membership events and actions
Memberships
3 events · 2 actions
View events and actions
Events
- When a member registers
- When a member's membership level changes
- When a member's membership status changes
Actions
- Change a member's membership level
- Change a member's membership status
About this connection
How the two tools fit together
Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.
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?
Connect Salesflare, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Simple Membership event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Salesflare account and the audience selected.
Start here
Set up Simple Membership and Salesflare with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Simple Membership and Salesflare from Noptin → Extensions. How to activate your license.
- Install and set up Simple Membership on your WordPress site. Connect Salesflare in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Simple Membership to 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.
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