SureForms Integration with Salesflare

This guide explains how to integrate SureForms with Salesflare at both the global and form levels.

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on the Integrations tab.

Step 2: Add Salesflare

• Click the Add Integration button — a slide-in menu will appear.

• Select Salesflare from the list.

• You will need your Salesflare API Key.
• Access your API key by logging into your Salesflare account and navigating to Settings → API Keys.
• Enter the API Key 

• Click Save Changes. If the Keys are correct, you’ll see:   Integration configured successfully!

Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.
• Open the form where you want to integrate Salesflare.

Step 2: Add Salesflare to the Form

• In the right-hand panel, click on the Integrations tab.

• Click Add Integration. 

• Select Salesflare from the list of global integrations.

Step 3: Configure Salesflare Workflow

1. Select Tab

• Add Workflow Name (required).
• Select Action from the dropdown (required), e.g., Create Contact.
• Click Continue.

2. Configure Tab

• Map your form fields according to the selected Action.
• Click Continue.

3. Test Tab

• Click Test Workflow.
  • You should see a Workflow “Salesflare – Create Contact” tested successfully! The integration is working correctly.

• Click Save Changes.

Integration Complete

Your form is now connected to Salesflare. Every submission will automatically sync with your Salesflare account according to the workflow and field mapping you set.