Integrate MetForm with Salesmate
Send information between MetForm and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Salesmate for each form entry generated by MetForm
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Salesmate the form responses received in MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new contact in Salesmate.
Create a new contact in Salesmate for each form entry generated by MetForm
MetForm + Salesmate
Build your own integrations between MetForm and Salesmate
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Supported triggers and actions
Integrate MetForm 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
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
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 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 >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
