Salesmate + WPForms
Create new Salesmate contacts from new WPForms form entries
This workflow springs into action each time a new form entry is made in WPForms, swiftly creating a new contact in Salesmate. It saves you from the manual data entry, ensuring all form data gets efficiently transferred into your Salesmate contact list. This takes the hassle out of contact management and lets you focus more on nurturing your client relationship.
This workflow springs into action each time a new form entry is made in WPForms, swiftly creating a new contact in Salesmate. It saves you from the manual data entry, ensuring all form data gets efficiently transferred into your Salesmate contact list. This takes the hassle out of contact management and lets you focus more on nurturing your client relationship.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Contact
Creates a new Contact, probably with input from previous steps.
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FormRequired
Try ItNew User
Triggers when a new user created.
Try ItNew Activity
Triggers when a new activity is created.
Try ItNew Company
Triggers when a new company is created.
Try It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New De-Activated User
Triggers when a user is de-activated.
Try ItNew Activity Note
Triggers when a new activity note is created.
Try ItNew Company Note
Triggers when a new company note is created.
Try It
