Email and CRM

Connect Salesflare to WordPress

Send people from your WordPress site to Salesflare. Choose what adds or updates a contact, then match the details you want to send.

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How it works

Send WordPress contacts to Salesflare

01

Connect your account

Connect Salesflare to Noptin using the details requested in its settings.

02

Choose what happens

Add, update, tag, remove, or unsubscribe a contact when the connection supports it.

03

Choose the details

Add an email address and any other required details. Pick a list, audience, or tag when needed.

More ways to use it

What Salesflare provides

Automatically Sync WordPress Contacts

Create or update contacts in Salesflare when visitors subscribe, register, or submit forms on your WordPress site. No manual data entry required.

Organize Contacts with Tags

Keep your Salesflare contacts organized using tags based on their interests, signup sources, or interactions with your WordPress website.

Automatically Remove Outdated Tags

Remove tags from contacts when they complete specific actions on your WordPress site, keeping your Salesflare contact data organized and up to date.

What you can automate

Manage Salesflare contacts

Tag

Apply a tag to contacts or remove it.

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

Explore connections

Ways to connect Salesflare with WordPress

Account-specific choices

Which Salesflare fields can you use?

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

Automations

Example automations

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 specific MetForm form is submitted

  1. MetFormWhen a specific MetForm form is submitted.
  2. SalesflareCreate or update a contact in Salesflare

Create or update a contact in Salesflare when a user completes a course

  1. FluentCommunityWhen a user completes a course
  2. SalesflareCreate or update a contact in Salesflare

Create or update a contact in Salesflare when a job is marked as filled

  1. WP Job ManagerWhen a job is marked as filled
  2. SalesflareCreate or update a contact in Salesflare

Remove a contact tag in Salesflare when a member is removed from a membership level

  1. WishList MemberWhen a member is removed from a membership level
  2. SalesflareRemove a Tag from a contact in Salesflare

Use the member's email address to find the existing contact. Choose the tag.

Tag a contact in Salesflare when a user completes a course

  1. LearnPressWhen a user completes a course
  2. SalesflareTag a contact in Salesflare

Create or update a contact in Salesflare when a user completes a lesson

  1. Sensei LMSWhen a user completes a lesson
  2. SalesflareCreate or update a contact in Salesflare

Create or update a contact in Salesflare when a specific Fluent Forms form is submitted

  1. Fluent FormsWhen a specific Fluent Forms form is submitted.
  2. SalesflareCreate or update a contact in Salesflare

Tag a contact in Salesflare when a specific JetFormBuilder form is submitted

  1. JetFormBuilderWhen a specific JetFormBuilder 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 logged-in user votes in a poll

  1. WP-PollsWhen a logged-in user votes in a poll
  2. SalesflareCreate or update a contact in Salesflare

Start here

Set up 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 Salesflare from Noptin → Extensions. How to activate your license.
  3. Connect Salesflare in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with an action from Salesflare, choose what starts it, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

About 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.

Visit the Salesflare website ↗

Ready to use Salesflare with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing