Integrate Salesmate with Ontraport

Send information between Salesmate and Ontraport automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Ontraport each time a new contact is created in Salesmate

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Ontraport each time a new contact is created in Salesmate.

How it works
  1. The flow triggers when a new contact is created in Salesmate.
  2. Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
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Generate a new contact in Ontraport each time a new contact is created in Salesmate

Salesmate + Ontraport

Build your own integrations between Salesmate and Ontraport

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Supported triggers and actions

Integrate Salesmate and Ontraport using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Tag removed

Triggers when the selected tag is removed for a contact

Contact added

Triggers when a new contact is added

Entry submitted

Triggers when a contact submits an entry in the selected form

Tag added

Triggers when the selected tag is added to a contact

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch deal

Fetches the details of a deal by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

Fetch activity

Fetches the details of an activity by title or ID

Create or update contact

Creates a new contact. Updates the details in case the contact already exists.

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.

CRM

What is Ontraport?

Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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