Integrate Ultimate Member with Salesmate
Send information between Ultimate Member and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Salesmate for each new form submission received via Ultimate Member
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Salesmate using the form inputs received in Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Salesmate.
Add a new contact in Salesmate for each new form submission received via Ultimate Member
Ultimate Member + Salesmate
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Supported triggers and actions
Integrate Ultimate Member and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User status changed
Triggers when the status of a user is updated
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User profile updated
Triggers when the details of a user profile is updated
User account updated
Triggers when the details of a user account is updated
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 user
Fetches the details of an existing user
Update user status
Updates the status of an existing user
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 Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
Similar apps
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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