Salesmate Integrations

Name: Zapier
Availability: InStock

Put Salesmate to work with AI and enterprise-grade automation

Automate smarter with Salesmate and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Tally

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

ServiceTitan

CRM (Customer Relationship Management)

Lawmatics

CRM (Customer Relationship Management)

ClickFunnels Classic

Marketing Automation

Google Forms

Forms & Surveys, Google

Airtable

Databases

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Tally

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

ServiceTitan

CRM (Customer Relationship Management)

Lawmatics

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Tally

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

ServiceTitan

CRM (Customer Relationship Management)

Lawmatics

CRM (Customer Relationship Management)

ClickFunnels Classic

Marketing Automation

Google Forms

Forms & Surveys, Google

Airtable

Databases

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Salesmate contacts to Google Ads customer list with email
Details
Try it
Salesmate + Google Ads
Create Salesmate contacts from new Facebook Lead Ads leads
Premium
Details
Try it
Facebook Lead Ads + Salesmate
Create new Salesmate contacts to Google Contacts
Details
Try it
Salesmate + Google Contacts
Create Salesmate contacts from new Jotform submissions
Details
Try it
Jotform + Salesmate
Capture Salesmate deals from new Jotforms submissions
Details
Try it
Jotform + Salesmate
Create deals in Salesmate using new Gravity Forms submissions
Details
Try it
Gravity Forms + Salesmate

Add new Salesmate contacts to Google Ads customer list with email

Details

Try it

Salesmate + Google Ads

Create Salesmate contacts from new Facebook Lead Ads leads

Details

Try it

Facebook Lead Ads + Salesmate

Create new Salesmate contacts to Google Contacts

Details

Try it

Salesmate + Google Contacts

Create Salesmate contacts from new Jotform submissions

Details

Try it

Jotform + Salesmate

Capture Salesmate deals from new Jotforms submissions

Details

Try it

Jotform + Salesmate

Create deals in Salesmate using new Gravity Forms submissions

Details

Try it

Gravity Forms + Salesmate

Send funnel events to Facebook Conversions from Salesmate

Details

Try it

Salesmate + Facebook Conversions

Parse new Mailparser emails and create Salesmate contacts

Details

Try it

Mailparser + Salesmate

Subscribe new Salesmate contacts to Mailchimp

Details

Try it

Salesmate + Mailchimp

Send emails via Gmail for new Salesmate deals

Details

Try it

Salesmate + Gmail

Create contacts in Salesmate when new business cards are scanned to Contacts+

Details

Try it

Contacts+ + Salesmate

Send Slack messages for new Salesmate deals

Details

Try it

Salesmate + Slack

Send funnel events to Facebook Conversions from Salesmate
Details
Try it
Salesmate + Facebook Conversions
Parse new Mailparser emails and create Salesmate contacts
Details
Try it
Mailparser + Salesmate
Subscribe new Salesmate contacts to Mailchimp
Details
Try it
Salesmate + Mailchimp
Send emails via Gmail for new Salesmate deals
Details
Try it
Salesmate + Gmail
Create contacts in Salesmate when new business cards are scanned to Contacts+
Details
Try it
Contacts+ + Salesmate
Send Slack messages for new Salesmate deals
Details
Try it
Salesmate + Slack

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

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

For builders

Let your AI safely access Salesmate

Go beyond Zap workflows. Install Zapier in your AI to call Salesmate actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Salesmate from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Note for Custom Module
Add Note

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Salesmate actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Salesmate connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "salesmate", owner: "me" });

await zapier.runAction({
  app: 'salesmate',
  action: 'addCustomModuleNote',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Salesmate Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Salesmate

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Salesmate Integrations

Put Salesmate to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new Salesmate contacts to Google Ads customer list with email

Create Salesmate contacts from new Facebook Lead Ads leads

Create new Salesmate contacts to Google Contacts

Create Salesmate contacts from new Jotform submissions

Capture Salesmate deals from new Jotforms submissions

Create deals in Salesmate using new Gravity Forms submissions

Add new Salesmate contacts to Google Ads customer list with email

Create Salesmate contacts from new Facebook Lead Ads leads

Create new Salesmate contacts to Google Contacts

Create Salesmate contacts from new Jotform submissions

Capture Salesmate deals from new Jotforms submissions

Create deals in Salesmate using new Gravity Forms submissions

Send funnel events to Facebook Conversions from Salesmate

Parse new Mailparser emails and create Salesmate contacts

Subscribe new Salesmate contacts to Mailchimp

Send emails via Gmail for new Salesmate deals

Create contacts in Salesmate when new business cards are scanned to Contacts+

Send Slack messages for new Salesmate deals

Send funnel events to Facebook Conversions from Salesmate

Parse new Mailparser emails and create Salesmate contacts

Subscribe new Salesmate contacts to Mailchimp

Send emails via Gmail for new Salesmate deals

Create contacts in Salesmate when new business cards are scanned to Contacts+

Send Slack messages for new Salesmate deals

Let your AI safely access Salesmate

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Salesmate Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Salesmate Integrations

Popular Salesmate Integrations

Connect Your App Accounts to Zapier