Salesflare

Salesflare Integrations with Everest Forms automatically adds form submissions to your contact list and generates leads without manual data entry. This allows instant follow-ups, seamless tracking, and better organization of your leads. Whether it’s a contact form or any other form, this integration helps you nurture prospects and convert them into customers more efficiently.

Prerequisites:

• A WordPress website with admin access
• Everest Forms Pro (Salesflare integrations is a Pro feature)
• A Salesflare account (Sign up here if needed)

Step 1: Install Everest Forms Pro #

1. Download the plugin:
   • Purchase Everest Forms Pro via everestforms.net.
   • Log into your WPEverest account, navigate to Downloads, and download the Everest Forms Pro .zip file.
2. Upload & Activate Everest Form Pro
   • In your WordPress Dashboard, navigate to Plugins > Add New > Upload.
   • Upload the .zip file, click Install Now, then Activate.
3. Install the Free Version:
   • If not installed, you’ll be notified to install Everest Forms Free. Click to install.
4. Activate your License
   • Enter your license key to use premium features (The license key is available in your WPEverest account dashboard).

Here's our detailed installation guide for the Everest Forms Pro plugin.

Step 2: Activate the Salesflare Addon #

Salesflare integrations require you to use the Salesflare addon. So,

1. Go to Everest Forms > Addons.
2. Search for Salesflare and toggle the switch to enable it.

Step 3: Connect Everest Forms to Salesflare #

Get Your Salesflare API Key #

1. Log in to your Salesflare Dashboard.
2. Go to Settings > API Keys.
3. Click Generate API Key and copy the key.

Add the Salesflare API Key to Everest Forms #

1. Go to Everest Forms > Settings > Integrations.
2. Click the Settings icon next to Salesflare.

3. Paste the Salesflare API key, add a nickname, and click Connect to Salesflare.

Step 4: Create a Form & Configure Salesflare Integrations #

Create a Form #

Go to Everest Forms > Add New and build your form by adding necessary form fields (e.g., add Name, Email, Phone). You can also use the existing form to integrate Salesflare.

Enable Salesflare Integrations #

1. Open your form editor and go to the Integrations tab.
2. Click Add New Connection, name it (e.g., “Salesflare Leads”), and click OK.

Configure Salesflare Settings #

1. Select Account: Confirm your Salesflare account (auto-detected if only one exists).
2. Select List: Select the contact list where you want to add contacts
3. List Fields: From here, map the fields between Salesflare and your form.
   • List Fields (left): It has the default fields like Email, First Name, Company, and Phone from Salesflare
   • Available Form Fields (right): You can find the fields added to your contact form using the drop-down menu.

Conditional Logic (Optional) #

Enable Use conditional logic to sync data only if rules are met (e.g., Sync contact only if the last name is Sainz)

Click Save to apply the changes.

Here's a step-by-step guide on using conditional logic on your form fields. 

Step 5: Test the Salesflare Integrations #

Embed the Form #

Add the form to a page/post using the provided shortcode or block. You can also click on the Embed option at the top-right corner of the form to add the form to an existing or new page.

Submit a Test Entry #

Open the page in incognito mode and submit the form with test data.

Verify in Salesflare #

• Log in to Salesflare and go to Contacts or Leads.
• Confirm the test entry appears with mapped fields and tags.

This confirms that you have successfully integrated Salesflare into your form. You can use this contact list to nurture leads, automate follow-ups, and more.