Marketo + Salesmate

Marketo + Salesmate integrations

Create Salesmate deals from new Marketo leads for efficient sales tracking

Effortlessly manage your leads with this convenient Marketo-Salesmate workflow. When a new lead is added in Marketo, a deal will be created in Salesmate, ensuring you always have the latest information at your fingertips. Stay organized and optimize your sales process with this seamless sales automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create DealCreates a new Deal, probably with input from previous steps.
ActionWrite

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More things you can do with Marketo and Salesmate

Discover other triggers and actions you can use with Marketo and Salesmate

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
New User
Triggers when a new user created.
Trigger
Polling
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
- Select Module
  Required
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
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
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 Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
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
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select Module
  Required
Trigger
Polling
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
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
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
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- Note
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
- Select Module
  Required
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 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
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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About Salesmate

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

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Create Salesmate contacts for new Marketo leads

Create and update Salesmate contacts from new Marketo leads

Create Salesmate activities for new Marketo leads