CatchApp Bookings + Salesmate

CatchApp Bookings + Salesmate integrations

Create Salesmate contacts from new accepted CatchApp Bookings appointments

This integration will automate the process of creating a contact in Salesmate for every confirmed appointment booked in your CatchApp Bookings calendar. Skip the hassle of manual data entry to stay focused on more important tasks.

When this happens...
New Accepted AppointmentTriggers when a person books a time with you
TriggerInstant
automatically do this!
Create ContactCreates a new Contact, probably with input from previous steps.
ActionWrite

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More things you can do with CatchApp Bookings and Salesmate

Discover other triggers and actions you can use with CatchApp Bookings and Salesmate

New Accepted Appointment
Triggers when a person books a time with you
Trigger
Instant
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New Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
Trigger
Instant
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New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
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New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
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New Company Note
Triggers when a new company note is created.
Trigger
Polling
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New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
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New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
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- Select Module
  Required
Trigger
Polling
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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 Module
  Required
- Object Id
  Required
- 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 Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- 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 Module
  Required
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 Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write

New Event Type
Triggers when a new Event Type is created from the My Event Types page in the CatchApp Bookings Dashboard.
Trigger
Instant
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New User
Triggers when a new user created.
Trigger
Polling
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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
Try It
- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
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 Module
  Required
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
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

About CatchApp Bookings

CatchApp is an online booking system that lets your client self-book appointments and pay for them.

HelpHelp

Related categories

Scheduling & Booking

About Salesmate

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

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update contacts in Salesmate for newly-confirmed appointments in CatchApp Bookings

Related Zap Templates

Update contacts in Salesmate for newly-confirmed appointments in CatchApp Bookings