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
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in Salesmate
Salesmate + 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
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal 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.
Similar apps
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.
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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.
Learn more >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
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Technical Engineer, Master Liveaboards
