Salesflare

Follow the below steps to connect to the Salesflare API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Salesflare as the Integration Provider.

Step 2. Connect to the Salesflare API

1. Go to Salesflare and login to your account.
2. In the left-hand sidebar menu, click the Settings icon.
3. In the left-hand sidebar sub-menu, click on API Keys.
4. Click on the large + add button in the bottom-right of the screen.
5. Copy the API Key from Salesflare and paste in the API Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.