Salesmate Integrations
Do more with Salesmate integrations
Zapier lets you connect Salesmate with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.


Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Popular ways to use Salesmate workflows
- Create deals in Salesmate using new Gravity Forms submissions
Create deals in Salesmate using new Gravity Forms submissions
- Capture Salesmate deals from new Jotforms submissions
Capture Salesmate deals from new Jotforms submissions
- Create contacts in Salesmate when new business cards are scanned to Contacts+
Create contacts in Salesmate when new business cards are scanned to Contacts+
Create new Salesmate contacts for QuickBooks Online customers
Create new Salesmate contacts for QuickBooks Online customersPremium
- New UserTriggers when a new user created.Trigger
- New De-Activated UserTriggers when a user is de-activated.Trigger
- New ActivityTriggers when a new activity is created.Trigger
- New Activity NoteTriggers when a new activity note is created.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New Company NoteTriggers when a new company note is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Contact NoteTriggers when a new contact note is created.Trigger
- Salesmate
Triggers when a new deal is created.
Instant
Trigger
- Salesmate
Triggers when a new deal note is created.
Scheduled
Trigger
- Salesmate
Triggers when a new activity update is found.
Instant
Trigger
- Salesmate
Triggers when a new company update is found.
Instant
Trigger
- Salesmate
Triggers when a new contact update is found.
Instant
Trigger
- Salesmate
Triggers when a new deal update is found.
Instant
Trigger
- Salesmate
Adds Note based on previous step.
Scheduled
Action
- Salesmate
Created new User, probably with input from previous step.
Scheduled
Action
- Salesmate
Creates a new Activity, probably with input from previous steps.
Scheduled
Action
- Salesmate
Creates a new Company, probably with input from previous steps.
Scheduled
Action
- Salesmate
Creates a new Contact, probably with input from previous steps.
Scheduled
Action
- Salesmate
Creates a new Deal, probably with input from previous steps.
Scheduled
Action
- Salesmate
Select a random user from active user
Scheduled
Action
- Salesmate
Update Activity, probably with input from previous steps.
Scheduled
Action
- Salesmate
Update Company, probably with input from previous steps.
Scheduled
Action
- Salesmate
Update Contact, probably with input from previous steps.
Scheduled
Action
- Salesmate
Update Deal, probably with input from previous steps.
Scheduled
Action
- Salesmate
Updates a note based on previous step.
Scheduled
Action
- Salesmate
Searches Total Rows in Activities
Scheduled
Action
- Salesmate
Searches Total Rows in Company
Scheduled
Action
- Salesmate
Searches Total Rows in Contacts
Scheduled
Action
- Salesmate
Searches Total Rows in Deal
Scheduled
Action
- Salesmate
Finds an activity based on different fields
Scheduled
Action
- Salesmate
Finds a company based on different fields
Scheduled
Action
- Salesmate
Finds a contact based on different fields
Scheduled
Action
- Salesmate
Finds a deal based on different fields
Scheduled
Action
- Salesmate
Search or create Activity , if activity does not exist.
Scheduled
Action
- Salesmate
Search or create Company, if does not exist. Optionally, create one if none are found.
Scheduled
Action
- Salesmate
Search or create Contact , if contact does not exist.
Scheduled
Action
- Salesmate
Search or Create a deal , if deal does not exist.
Scheduled
Action
- Salesmate
Find an User based on different fields.
Scheduled
Action
- Salesmate
x
Scheduled
Action
- Salesmate
x
Scheduled
Action
- Salesmate
x
Scheduled
Action
- Salesmate
x
Scheduled
Action
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.