Formstack + Salesmate

Create new Salesmate deals from new Formstack form submissions

Enhance your sales tactics with this efficient workflow. On a new form submission in Formstack, a deal is directly established in Salesmate. This seamless linkage ensures no potential leads are lost, escalating your team's productivity while conserving crucial time. The data exchange between Formstack and Salesmate has never been more effortless and integrated.

Enhance your sales tactics with this efficient workflow. On a new form submission in Formstack, a deal is directly established in Salesmate. This seamless linkage ensures no potential leads are lost, escalating your team's productivity while conserving crucial time. The data exchange between Formstack and Salesmate has never been more effortless and integrated.

  1. When this happens...
    FormstackFormstack
    New Form Submission

    Triggers when a Form recieives a Submission.

    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?
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

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  • Forms & Surveys

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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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  • CRM (Customer Relationship Management)

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