

Integrate Everest Forms with Salesmate
Send information between Everest Forms 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 Everest Forms
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 Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Salesmate.


Add a new contact in Salesmate for each new form submission received via Everest Forms
Everest Forms + Salesmate

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Supported triggers and actions
Integrate Everest Forms and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry added
Triggers when a new form entry is added

Activity created
Triggers when a new activity is created

Contact created
Triggers when a new contact is created

Deal created
Triggers when a new deal is created

Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks

Create contact
Creates a new contact

Create activity
Creates a new activity

Create company
Creates a new company

Create deal
Creates a new deal

Update deal
Updates the details of an existing deal

Update activity
Updates the details of an existing activity

Update contact
Updates the details of an existing contact

Update company
Updates the details of an existing company

Fetch deal
Fetches the details of a deal by title or ID

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 company
Fetches the details of a company by name, ID, or website
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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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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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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