involve.me + Salesmate

Create Salesmate deals from new completed involve.me submissions

Streamline your sales process by instantly creating deals in Salesmate whenever you receive a completed submission in involve.me. This automation helps you save time on manual data entry and ensures that your sales team has all the necessary information to close deals quickly and efficiently. By connecting involve.me and Salesmate, you can focus more on building customer relationships and growing your business.

When this happens...
TriggerScheduled
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?

- involve.me ProjectRequired
Trigger
Instant
Try It
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
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New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
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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
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

New User
Triggers when a new user created.
Trigger
Scheduled
Try It
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

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

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

involve.me + Salesmate

Create Salesmate deals from new completed involve.me submissions

New Completed Submission

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

Update Note

Module NameRequired

Object IdRequired

Note IdRequired

Note

Search for Total Rows in Company

Search for Total Rows in Deal

Search Company

Search Deal

Search or Create Company

Search or Create Deal

Find or Create an Activity

Find or create a contact

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

About involve.me

Related categories

Similar apps

Zapier Interfaces

About Salesmate

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates