123FormBuilder + Salesmate

Create new Salesmate contacts from 123FormBuilder form submissions

Easily keep your Salesmate contacts up-to-date with new information from 123FormBuilder submissions. This workflow streamlines the process by instantly creating a new contact in Salesmate upon receiving a new form submission in 123FormBuilder. Forget manual data entry, let this automation transform your lead management and boost your sales conversion rate.

When this happens...
New Form
Triggers when a new form is added to your account.
TriggerScheduled
automatically do this!
Create Contact
Creates a new Contact, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added to your account.
Trigger
Scheduled
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New User
Triggers when a new user created.
Trigger
Scheduled
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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Update Activity
Triggers when a new activity update is found.
Trigger
Instant
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Update Contact
Triggers when a new contact update is found.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

- FormRequired
Trigger
Scheduled
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New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
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New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
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New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
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New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
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- Select ModuleRequired
Trigger
Scheduled
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Update Company
Triggers when a new company update is found.
Trigger
Instant
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Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!

Learn more Help

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Forms & Surveys

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About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

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123FormBuilder + Salesmate

Create new Salesmate contacts from 123FormBuilder form submissions

New Form

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Update Activity

Update Contact

Update Custom Module Record

Select ModuleRequired

Add Note

Module NameRequired

Object IdRequired

Note

Create Activity

Teammates

Participants

Create Contact

Create Custom Module Record

Select ModuleRequired

Update Activity

Enter the Activity IdRequired

Teammates

Participants

Update Contact

Enter the Contact IdRequired

Update Deal

Enter the Deal IdRequired

Teammates

Participants

Update Custom Module Record

Select ModuleRequired

Enter the Record IdRequired

Search for Total Rows in Company

Search for Total Rows in Deal

Search Activity

Search Contact

Search Record

Select ModuleRequired

Search or Create Company

Search or Create Deal

Search User

NameRequired

Find or Create a Company

Find or Create a Deal

Teammates

Participants

New Submission

FormRequired

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Select ModuleRequired

Update Company

Update Deal

Add Note for Custom Module

Select ModuleRequired

Object IdRequired

Note

Add New User

Create Company

Create Deal

Teammates

Participants

Random User

Update Company

Enter the Company IdRequired

Update Custom Module Note

Select ModuleRequired

Object IdRequired

Note IdRequired