Salesmate Integrations

CRM (Customer Relationship Management)

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Webhooks by Zapier

Developer Tools, Zapier

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Facebook Lead Ads

Ads & Conversion

Email Parser by Zapier

Email, Zapier

Filter by Zapier

Developer Tools, Zapier

Lawmatics

Marketing Automation

Kajabi

eCommerce

Webhooks by Zapier

Developer Tools, Zapier

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Facebook Lead Ads

Ads & Conversion

Email Parser by Zapier

Email, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

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Popular ways to use Salesmate workflows

Create new Salesmate contacts to Google Contacts
Try it
Salesmate + Google Contacts
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
See Zap details Try it
Create new Salesmate contacts to Google Contacts
Create new Salesmate contacts to Google Contacts
Salesmate + Google Contacts
Create deals in Salesmate using new Gravity Forms submissions
Try it
Gravity Forms + Salesmate
More details
When this happens
Step 1: Form Submission
Then do this
Step 2: Create Deal
See Zap details Try it
Create deals in Salesmate using new Gravity Forms submissions
Create deals in Salesmate using new Gravity Forms submissions
Gravity Forms + Salesmate
Subscribe new Salesmate contacts to Mailchimp
Try it
Salesmate + Mailchimp
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Add/Update Subscriber
See Zap details Try it
Subscribe new Salesmate contacts to Mailchimp
Subscribe new Salesmate contacts to Mailchimp
Salesmate + Mailchimp
Capture Salesmate deals from new Jotforms submissions
Try it
Jotform + Salesmate
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Create Deal
See Zap details Try it
Capture Salesmate deals from new Jotforms submissions
Capture Salesmate deals from new Jotforms submissions
Jotform + Salesmate
Send emails via Gmail for new Salesmate deals
Try it
Salesmate + Gmail
More details
When this happens
Step 1: New Deal
Then do this
Step 2: Send Email
See Zap details Try it
Send emails via Gmail for new Salesmate deals
Send emails via Gmail for new Salesmate deals
Salesmate + Gmail
Create contacts in Salesmate when new business cards are scanned to Contacts+
Try it
Contacts+ + Salesmate
More details
When this happens
Step 1: New Business Card Transcribed
Then do this
Step 2: Create Contact
See Zap details Try it
Create contacts in Salesmate when new business cards are scanned to Contacts+
Create contacts in Salesmate when new business cards are scanned to Contacts+
Contacts+ + Salesmate
Send Slack messages for new Salesmate deals
Try it
Salesmate + Slack
More details
When this happens
Step 1: New Deal
Then do this
Step 2: Send Direct Message
See Zap details Try it
Send Slack messages for new Salesmate deals
Send Slack messages for new Salesmate deals
Salesmate + Slack
Create new Salesmate contacts for QuickBooks Online customers
Premium
Try it
QuickBooks Online + Salesmate
More details
When this happens
Step 1: New Customer
Then do this
Step 2: Create Contact
See Zap details Try it
Create new Salesmate contacts for QuickBooks Online customers
Premium
Create new Salesmate contacts for QuickBooks Online customers
QuickBooks Online + Salesmate

Supported triggers and actions

What does this mean?

New User
Triggers when a new user created.
Trigger
Scheduled
New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
New Activity
Triggers when a new activity is created.
Trigger
Instant
New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
New Company
Triggers when a new company is created.
Trigger
Instant
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Instant
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
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

About Salesmate

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

Related categories

CRM (Customer Relationship Management)

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Popular Salesmate Integrations