Integrate Happyforms with Salesmate

Send information between Happyforms and Salesmate automatically, without writing any code, using Zoho Flow.

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Create a contact in Salesmate each time a form is filled out on Happyforms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Salesmate the form responses received in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in Salesmate.
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Create a contact in Salesmate each time a form is filled out on Happyforms

Happyforms + Salesmate

Build your own integrations between Happyforms and Salesmate

Connect Happyforms and Salesmate with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Salesmate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create activity

Creates a new activity

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 company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

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

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

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

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.

CRM

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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