Cognito Forms + Salesmate

Create Salesmate deals from new Cognito Forms entries

Effortlessly streamline your sales process with this seamless automation between Cognito Forms and Salesmate. When a new entry is created in Cognito Forms, a deal will be instantly created in Salesmate, keeping your sales team updated and organized. Say goodbye to manual data entry and boost efficiency with this time-saving workflow.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Deal
Creates a new Deal, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

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
Try It

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
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
- Module NameRequired
- Object IdRequired
- Note
Action
Write
Create Activity
Creates a new Activity, probably with input from previous steps.
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Enter the Deal IdRequired
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
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact 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
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
Find or Create a Deal
x
Action
Search or write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
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
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
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
Create Deal
Creates a new Deal, probably with input from previous steps.
Action
Write
- Enter the Activity IdRequired
Action
Write
- Enter the Contact IdRequired
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
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 Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
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
Find or Create an Activity
x
Action
Search or write
Find or create a contact
x
Action
Search or write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

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)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Cognito Forms + Salesmate

Create Salesmate deals from new Cognito Forms entries

Entry Deleted

Update Entry

FormRequired

Delete Entry

FormRequired

IdRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

New User

New Activity

New Company

New Contact

New Deal

Update Activity

Update Contact

Add Note

Module NameRequired

Object IdRequired

Note

Create Activity

Create Contact

Random User

Update Company

Enter the Company IdRequired

Update Deal

Enter the Deal IdRequired

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search Activity

Search Contact

Search or Create Activity

Search or Create Contact

Search User

NameRequired

Find or Create a Company

Find or Create a Deal

New Entry

FormRequired

Create Entry

FormRequired

Update Entry

IdRequired

FormRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Entry

FormRequired

IdRequired

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

Update Company

Update Deal

Add New User

Create Company

Create Deal

Update Activity

Enter the Activity IdRequired

Update Contact

Enter the Contact IdRequired