Integrate Formstack with Salesmate
Send information between Formstack and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Salesmate each time a form is filled out on Formstack
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Salesmate using the form inputs received in Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new contact in Salesmate.
Create a contact in Salesmate each time a form is filled out on Formstack
Formstack + Salesmate
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Supported triggers and actions
Integrate Formstack and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
New Form
Triggers when a new form is created
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 Submission
Creates a submission in the selected form
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 Formstack?
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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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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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
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
