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Jotform + Salesmate

Capture Salesmate deals from new Jotforms submissions

Form submissions using Jot Forms typically need not be manually exported and imported into Salesmate CRM. You can use Zapier to automatically push your Jot Forms submissions to Salesmate and create new deals.

Form submissions using Jot Forms typically need not be manually exported and imported into Salesmate CRM. You can use Zapier to automatically push your Jot Forms submissions to Salesmate and create new deals.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    SalesmateSalesmate
    Create Deal

    Creates a new Deal, probably with input from previous steps.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Salesmate triggers, actions, and search

    New User

    Triggers when a new user created.

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesmate logo
salesmate logo

About Salesmate

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

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Zapier Interfaces

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