WP-Polls → SalesflareEvents and actions

Use WP-Polls events to automate Salesflare

Choose an event from WP-Polls 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.

Tag a contact in Salesflare when a poll is created

When a poll is created
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 logged-in user votes in a poll

When a logged-in user votes in a poll
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

WP-Polls events and actions

Polls

3 events · 3 actions

View events and actions

Events

When a poll is created
When a poll is updated
When a logged-in user votes in a poll

Actions

Open a poll for voting
Close a poll
Delete a poll and its votes

About this connection

How the two tools fit together

WP-Polls: Add AJAX polls to WordPress.

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 WP-Polls 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 WP-Polls and Salesflare with Noptin

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

Choose an event from WP-Polls 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.

Ready to connect WP-Polls and Salesflare?

Build the automation in your WordPress dashboard with Noptin.

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