Salesmate Integrations
Do More With Salesmate
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Create new Salesmate contacts to Google Contacts
Find yourself spending too much time migrating contacts from one app to the other? Once you set up this integration, Zapier will create a Google Contact automatically for every new Salesmate contact making sure your lists stay up-to-date.
How this Salesmate-Google Contacts integration works
- A new contact is created in Salesmate
- Zapier adds the contact to your Google Contacts
Apps involved
- Salesmate
- Google Contacts
Create Deals in Salesmate using Gravity Forms
Looking to get the information from your forms on your site added to your CRM? Let Zapier help! Once setup, this integration will automatically send the submissions from your website captured via Gravity forms to Salesmate as new deals. Save yourself the hassle of manually exporting and importing submissions and use this integration.
Note: This Zapier integration doesn't import already submitted form data into Salesmate CRM, only new submissions after you've set it up will be pushed to Salesmate.
How this Gravity Forms-Salesmate integration works
- When an entry is submitted via Gravity Forms on your website
- Zapier creates a Deal in Salesmate CRM for you
Apps involved
- Gravity Forms
- Salesmate
Subscribe new Salesmate contacts to MailChimp
Rather than manually importing mailing lists time and again, let Zapier automate it for you! Once enabled, this integration will subscribe new Salesmate contacts to a list on MailChimp so you can be sure they'll get your next update.
Note: This integration will only subscribe new contacts created after it's turned on.
How this Salesmate-Mailchimp Integration works
- A new contact is added to Salesmate
- Zapier subscribes them to a MailChimp list
Apps involved
- Salesmate
- MailChimp
Capture Salesmate Deals using JotForms
Form submissions using Jot Forms typically need not be manually exported and imported into Salesmate CRM. You can use Zapier to directly push your Jot Forms submissions to Salesmate and create new deals.
Note: This Zapier integration doesn't import already submitted form records into Salesmate CRM, only new submissions after you've set it up are imported.
How this Salesmate-Jot Forms integration works
- When an entry is submitted via Jot Forms on your website
- Zapier creates a Deal in Salesmate CRM for you
Apps involved
- Jot Forms
- Salesmate
Send emails via Gmail for new Salesmate deals
Stay on top of your new deals without needing to constantly log into your CRM. Once activated, this integration will automatically send emails containing your Salesmate deal information via Gmail so you can be sure you're always notified of new opportunities.
How this Salesmate-Gmail integration works
- A deal is created in Salesmate
- Zapier sends an email using the Gmail
Apps involved
- Salesmate
- Gmail
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Salesmate Integration Details
Launched on Zapier May 1, 2017
Zapier combines Triggers (like "New Activity") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Salesmate Triggers, Searches, and Actions are supported by Zapier:
Creates a New Company.
Creates a New Contact.
Updates an existing Company.
Updates an existing Contact.
Creates a New Activity.
Creates a New Deal.
Updates an existing Activity.
Updates an existing Deal.
Triggers when a New Activity is created.
Triggers when a New Contact is created.
Triggers when a New Deal is created.
Triggers when a New Company is created.
Finds an Activity by Title, ID or Type.
Find a Company by Name, ID or Website.
Finds a Contact by Name, ID or Email.
Finds a Deal by Title, ID.
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