Integrate JotForm with Salesmate
Send information between JotForm and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Salesmate each time a form is filled out on JotForm
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Salesmate using the form inputs received in JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow creates a new contact in Salesmate.
Create a contact in Salesmate each time a form is filled out on JotForm
JotForm + Salesmate
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Supported triggers and actions
Integrate JotForm and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
