Salesmate

Salesmate Integrations

  • 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

    1. A new contact is created in Salesmate
    2. 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

    1. When an entry is submitted via Gravity Forms on your website
    2. 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

    1. A new contact is added to Salesmate
    2. 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

    1. When an entry is submitted via Jot Forms on your website
    2. Zapier creates a Deal in Salesmate CRM for you

    Apps involved

    • Jot Forms
    • Salesmate
  • Create contacts in Salesmate when business cards are scanned to FullContact

    Using FullContact to scan your business cards from a recent conference? No need to manually copy and paste them into your CRM anymore. Once live, this integration will automatically send the contact information to Salesmate and create new contacts, saving you time to focus on closing the deals.

    Note: This Zapier integration doesn't import already scanned business cards into Salesmate CRM, only new cards after you've set it up.

    How this FullContact-Salesmate integration works

    1. Scan a business card into FullContact
    2. Zapier adds it to Salesmate as a contact

    Apps involved

    • FullContact
    • Salesmate
  • Create new Salesmate contacts for QuickBooks Online customers

    Manually migrating customer info from your accounting system to your CRM can be great for managing contacts and communications but also time-consuming. Luckily, Zapier can help. Once configured, this integration will automatically create Salesmate contacts for new QuickBooks Online customers so you don't have to waste time importing/exporting them between your apps!

    Note: This Zapier integration doesn't add already created contacts into Salesmate, only new contacts after you've set it up

    How this QuickBooks Online-Salesmate integration works

    1. A new customer is added to QuickBooks Online
    2. Zapier adds this customer as a contact in Salesmate

    Apps involved

    • QuickBooks Online
    • Salesmate
  • Send Slack messages for new Salesmate deals

    Give your team a jump on closing their deals by making sure they're notified quickly. Once configured, Zapier will automatically send a direct message through Slack whenever a new deal is created on Salesmate to make sure nothing slips between the cracks.

    Note: This Zapier integration only sends direct messages for new deals after you've set it up.

    How this Salesmate-Slack integration works

    1. A new deal is created in Salesmate
    2. Zapier sends a direct message in Slack

    Apps involved

    • Salesmate
    • Slack
  • Create Proposify clients from new Salesmate contacts

    Keeping your contact lists up-to-date can take up precious time. Use this integration, and Zapier will automatically create new clients in Proposify each time a new contact is added in Salesmate. That way, you can push your contact lists into Proposify and deliver winning proposals to your clients.

    How this Salesmate-Proposify integration works

    1. A new contact is added to Salesmate
    2. Zapier adds this customer as a client in Proposify

    Apps involved

    • Salesmate
    • Proposify
  • Save New Livestorm webinar registrants as Salesmate contacts

    This Livestorm/Salesmate integration lets you push any new registrants of all or select webinars in Salesmate CRM to create a new contact or update an existing one. This further helps you in setting workflow automation on all registrants.

    Note: This Zapier integration doesn't fetch already existing webinar records into Salesmate CRM, only new webinar registrations after you've set it up are fetched.

    How this Salesmate-Livestorm integration works

    1. When a user registers for a Livestorm webinar from the Livestorm webinar link
    2. Zapier creates a Contact in Salesmate CRM for you

    Apps involved

    • Livestorm
    • Salesmate
  • Save new Livestorm webinar registrants as deals in Salesmate

    Moving your webinar contacts to your CRM can be a time-consuming task. This Livestorm/Salesmate integration lets you push any new registrants of all or select webinars in Salesmate CRM to create a new deal or update an existing one. This further helps you in setting workflow automation on all registrants.

    Note: This Zapier integration doesn't fetch already existing webinar records into Salesmate CRM, only new webinar registrations after you've set it up are fetched.

    How this Salesmate-Livestorm integration works

    1. When a user registers for a Livestorm webinar from the Livestorm webinar link
    2. Zapier creates a Contact in Salesmate CRM for you

    Apps involved

    • Livestorm
    • Salesmate
  • Add new interested Woodpecker.co prospects to Salesmate as deals

    Tired of adding new deals in Salesmate manually? Want to automate this process? With this Zapier integration, every prospect you mark as "interested" in Woodpecker.co will be automatically added to Salesmate as a new deal. Save you and your team's time and watch how managing your pipeline becomes a snap.

    How this Woodpecker.co-Salesmate integration works:

    1. Prospect gets marked as "interested" in Woodpecker
    2. Zapier creates a new deal in Salesmate

    Apps involved:

    • Woodpecker.co
    • Salesmate
  • Update an existing Salesmate deal when a Woodpecker.co prospect replies as "Maybe Later"

    Managing your sales pipeline becoming tougher by the day? Now stay up to date with the status of your prospects inside Salesmate as they reply "Maybe Later" in Woodpecker.co. This makes your manual updating a thing of the past.

    How this Woodpecker.co-Salesmate integration works:

    1. A prospect gets marked as "Maybe Later" in Woodpecker.co
    2. Zapier updates the existing deal pipeline stage in Salesmate

    Apps involved:

    • Woodpecker.co
    • Salesmate
  • Subscribe new Salesmate contacts to Sendlane

    Combine your favorite CRM with your favorite autoresponder service. Bring the sales tracking, sales management, and the automation of Salesmate to a new level by integrating with Sendlane. Each time you generate a new sales contact, capitalize on that event by automatically converting them into a lead in your Sendlane account where your automated email sequences await.

    How this Salesmate-Sendlane integration works

    1. You receive a new contact in your Salesmate account
    2. Zapier adds the contact as a new subscriber in your Sendlane List

    Apps involved

    • Salesmate
    • Sendlane
  • Add new Salesmate contacts to Sendlane as subscribers

    Salesmate allows you to manage your contacts--be it prospects or existing clients. Combine Salesmate with Sendlane's power of autoresponse to accomplish more. Use this Zap to automatically send contacts from Salesmate to your Sendlane account and start sending them automated emails. That way, you can easily keep in touch with your contacts via email.

    How this Salesmate-Sendlane integration works

    1. A contact is added in Salesmate
    2. Zapier adds the new contact to Sendlane's list as a subscriber

    Apps involved

    • Salesmate
    • Sendlane
  • Add new Salesmate contacts to Mad Mimi as audience members

    Want to keep in touch with your business contacts easily? Zapier sets up an automated process of adding a new audience member of Mad Mimi each time a new contact is added to Salesmate. Now you can send, share and track email newsletters without spending extra time.

    How this Salesmate-Mad Mimi integration works

    1. A new contact is added to Salesmate
    2. Zapier adds a new audience member to Mad Mimi

    Apps involved

    • Salesmate
    • Mad Mimi
  • Add new Salesmate contacts to AWeber as subscribers

    AWeber's email marketing ability combined with Salesmate's CRM features will help you grow your small business. Set up this Zap to connect Salesmate and AWeber: once set up, it automatically adds new Salesmate contacts to AWeber as subscribers. It has never been easier to stay in touch with your customers.

    How this Salesmate-AWeber integration works

    1. A new contact is added to Salesmate
    2. Zapier adds a subscriber to AWeber

    Apps involved

    • Salesmate
    • AWeber
  • Subscribe new Salesmate CRM contacts to Constant Contact

    Constant Contacts power of Email marketing helps you make your contacts or leads aware of your products or services, acquire, convert and retain customers. It makes the process of communicating with the customers simple and easy. Using Zapier, you can connect Salesmate and Constant contact and pull all newly created contacts in Constant Contact and get started with your marketing activities.

    How this Salesmate-Constant Contact integration works

    1. As a Contact is created in Salesmate
    2. Zapier pulls this newly created contact into Constant Contact

    Apps involved

    • Salesmate
    • Constant Contact
  • Add new Salesmate contacts to a GetResponse campaign

    GetResponse is an all-in-one online marketing platform to grow your business. It helps you stay in touch with your contacts or leads with email marketing, landing pages, webinars and more... The power of Salesmate contact management and GetResponse email marketing combined with the help of Zapier lets you push contacts from Salesmate to GetResponse campaign list as it is created in Salesmate.

    How this Salesmate-GetResponse integration works

    1. As a Contact is added to Salesmate
    2. Zapier creates a contact in GetResponse in the selected campaign list

    Apps involved

    • Salesmate
    • GetResponse
  • Create contacts in Salesmate for new Bookafy customers

    Enhance your business by using various CRM and sales management products. Use Salesmate as a sales management, automation, and acceleration software for your team. This Zapier integration connects Bookafy with Salesmate to create contacts automatically in Salesmate for every new Bookafy customers.

    How this Bookafy-Salesmate integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to Salesmate as a new contact

    Apps involved

    • Bookafy
    • Salesmate
  • Verify the email addresses of Salesmate contacts with NeverBounce

    Learn whether the email addresses associated with your Salesmate contacts are valid with NeverBounce. When a new contact is created in your Salesmate account, NeverBounce verifies whether the email address associated with the contact is valid. Once a result code — valid, invalid, disposable, catch-all, unknown — is returned for the email address, the existing contact is updated with a tag with the result code in your Salesmate account.

    How this Salesmate-NeverBounce integration works

    1. Add a contact on the Salesmate account
    2. Zapier sends the email to be verified with NeverBounce
    3. Zapier adds a tag to the Salesmate contact with the NeverBounce result code

    Apps involved

    • Salesmate
    • NeverBounce
  • Create new Salesmate contacts from new Facebook Lead Ads leads

    Manually uploading new leads into your CRM from your lead capture campaigns can be a time-consuming process. With this Zapier integration, that manual process can become automatic. Once set up, this integration will automatically create Salesmate contacts for new Facebook Lead Ads lead so you don't have to waste time importing/exporting them between your apps!

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Salesmate Integration Details

Launched on Zapier April 27, 2016

Zapier combines Triggers (like "New Activity") and Actions (like "Create Contact") 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:

Create Contact

Creates a New Contact.

Update Company

Updates an existing Company.

Create Company

Creates a New Company.

Update Contact

Updates an existing Contact.

Update Activity

Updates an existing Activity.

Create Deal

Creates a New Deal.

Update Deal

Updates an existing Deal.

Create Activity

Creates a New Activity.

New Activity

Triggers when a New Activity is created.

New Deal

Triggers when a New Deal is created.

New Contact

Triggers when a New Contact is created.

New Company

Triggers when a New Company is created.

Find Activity

Finds an Activity by Title, ID or Type.

Find Contact

Finds a Contact by Name, ID or Email.

Find Deal

Finds a Deal by Title, ID.

Find Company

Find a Company by Name, ID or Website.

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