Salesmate + Typeform

Create new Salesmate deals from new Typeform entries

Start managing your sales process more efficiently with this automated workflow. When a new entry is submitted in Typeform, a corresponding deal is instantly created in Salesmate. This keeps your sales pipeline updated and ensures you never miss a potential opportunity from your Typeform data.

Start managing your sales process more efficiently with this automated workflow. When a new entry is submitted in Typeform, a corresponding deal is instantly created in Salesmate. This keeps your sales pipeline updated and ensures you never miss a potential opportunity from your Typeform data.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    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

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
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About Salesmate

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

Related categories

  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn more

Related categories

  • Forms & Surveys

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