Integrate FormTitan with Salesmate

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

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Create a new contact in Salesmate for each form entry generated by FormTitan

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 FormTitan.

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow creates a new contact in Salesmate.
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Create a new contact in Salesmate for each form entry generated by FormTitan

FormTitan + Salesmate

Build your own integrations between FormTitan and Salesmate

Connect FormTitan and Salesmate with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FormTitan and Salesmate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission received

Triggers when a new form submission is received

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Fetch form

Fetches the details of an existing form using ID

Create deal

Creates a new deal

Create activity

Creates a new activity

Create company

Creates a new company

Create contact

Creates a new contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch company

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

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 deal

Fetches the details of a deal by title or ID

What is FormTitan?

FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, and more.

Forms

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

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

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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