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.
- When this happens...New Form Submission
Triggers when a Form recieives a Submission.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
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- 14 day trial for premium features & apps
New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
New User
Triggers when a new user created.
Try ItNew Activity
Triggers when a new activity is created.
Try It
FormRequired
Field identification
Try ItApi Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
New De-Activated User
Triggers when a user is de-activated.
Try ItNew Activity Note
Triggers when a new activity note is created.
Try It
