Integrate weForms with Salesmate
Send information between weForms and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Salesmate whenever a form is submitted through weForms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Salesmate the form responses received in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new contact in Salesmate.
Create a new contact in Salesmate whenever a form is submitted through weForms
weForms + Salesmate
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Supported triggers and actions
Integrate weForms and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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 weForms?
WeForms is a form builder WordPress plugin that can help you create online contact forms.
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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
