OptinMonster + Salesmate

Add new Salesmate users for every new OptinMonster lead

Easily grow your customer base by connecting OptinMonster and Salesmate with this workflow. Stay on top of new leads by instantly adding them as users in Salesmate whenever they sign up through OptinMonster. Save time and keep your sales process organized by streamlining lead management, ensuring you never miss out on potential customers.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Add New User
Created new User, probably with input from previous step.
ActionWrite

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Supported triggers and actions

What does this mean?

- CampaignRequired
- Integration Display Name
Trigger
Instant
Try It
New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
Try It
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
Try It

New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
- Select ModuleRequired
Trigger
Scheduled
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 ModuleRequired
- Object IdRequired
- 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 IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- 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 ModuleRequired
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 ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
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
- Select ModuleRequired
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 ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
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 ModuleRequired
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
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Sumo

Ads & Conversion

Hello Bar

Marketing Automation

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

OptinMonster + Salesmate

Add new Salesmate users for every new OptinMonster lead

New Lead

Integration Display Name

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Select ModuleRequired

Update Company

Update Deal

Add Note for Custom Module

Select ModuleRequired

Object IdRequired

Note

Add New User

Create Company

Create Deal

Teammates

Participants

Random User

Update Company

Enter the Company IdRequired

Update Custom Module Note

Select ModuleRequired

Object IdRequired

Note IdRequired

Note

Update Note

Module NameRequired

Object IdRequired

Note IdRequired

Note

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search for Total Rows of Selected Custom Module

Select ModuleRequired

Search Company

Search Deal

Search or Create Activity

Search or Create Contact

Search or Create Custom Module Record

Select ModuleRequired

Find or Create an Activity

Teammates

Participants

Find or create a contact

Find or Create a Record

Select ModuleRequired

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Select ModuleRequired

Update Activity

Update Contact

Update Custom Module Record

Select ModuleRequired

Add Note

Module NameRequired

Object IdRequired

Note

Create Activity

Teammates

Participants

Create Contact

Create Custom Module Record

Select ModuleRequired

Update Activity

Enter the Activity IdRequired

Teammates

Participants

Update Contact