Jotform + Salesmate

Create new Salesmate activities for each new Jotform submission

Automate your sales process effectively with this workflow. Whenever a new submission is entered in Jotform, an activity will be created in Salesmate. This not only saves your time but also helps in staying organized and tracking your leads efficiently, without the need for manual intervention.

Automate your sales process effectively with this workflow. Whenever a new submission is entered in Jotform, an activity will be created in Salesmate. This not only saves your time but also helps in staying organized and tracking your leads efficiently, without the need for manual intervention.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    SalesmateSalesmate
    Create Activity

    Creates a new Activity, probably with input from previous steps.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesmate triggers, actions, and search

    New De-Activated User

    Triggers when a user is de-activated.

    Trigger
    Scheduled
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesmate logo
salesmate logo

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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