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Formidable Forms + Salesmate

Create Salesmate deals from new Formidable Forms entries

Automate your sales process by connecting Formidable Forms and Salesmate with this workflow. Whenever a new entry is submitted through Formidable Forms, a deal will be created in Salesmate, keeping your sales pipeline up to date and allowing you to focus on closing deals. Reduce manual entry and save time by connecting these two powerful tools today.

Automate your sales process by connecting Formidable Forms and Salesmate with this workflow. Whenever a new entry is submitted through Formidable Forms, a deal will be created in Salesmate, keeping your sales pipeline up to date and allowing you to focus on closing deals. Reduce manual entry and save time by connecting these two powerful tools today.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    SalesmateSalesmate
    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
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesmate triggers, actions, and search

    New De-Activated User

    Triggers when a user is de-activated.

    Trigger
    Scheduled
    Try It
  • Salesmate triggers, actions, and search

    New Activity Note

    Triggers when a new activity note is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    Trigger
    Instant
    Try It
  • Salesmate triggers, actions, and search

    New User

    Triggers when a new user created.

    Trigger
    Scheduled
    Try It
  • Salesmate triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Salesmate triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
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formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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salesmate logo
salesmate logo

About Salesmate

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