Integrate Salesmate.io with Typeform

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Typeform

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

About Typeform

Typeform is a flexible data collecting tool that makes asking and answering questions simple and enjoyable, whether it's through forms, quizzes, surveys, or something altogether different.

Typeform Integrations
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Best Salesmate.io and Typeform Integrations

  • Salesmate.io Integration Salesmate.io Integration

    Typeform + Salesmate.io

    Create Contact to Salesmateio from New Entry in Typeform Read More...
    Close
    When this happens...
    Salesmate.io Integration New Entry
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Salesmate.io Integration Salesmate.io Integration

    Typeform + Salesmate.io

    Create Company to Salesmateio from New Entry in Typeform Read More...
    Close
    When this happens...
    Salesmate.io Integration New Entry
     
    Then do this...
    Salesmate.io Integration Create Company
  • Salesmate.io Integration Salesmate.io Integration

    Typeform + Salesmate.io

    Create Deal to Salesmateio from New Entry in Typeform Read More...
    Close
    When this happens...
    Salesmate.io Integration New Entry
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Salesmate.io Integration Salesmate.io Integration

    Typeform + Salesmate.io

    Create Activity to Salesmateio from New Entry in Typeform Read More...
    Close
    When this happens...
    Salesmate.io Integration New Entry
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Salesmate.io Integration Salesmate.io Integration

    Typeform + Salesmate.io

    Update Contact in Salesmateio when New Entry is created in Typeform Read More...
    Close
    When this happens...
    Salesmate.io Integration New Entry
     
    Then do this...
    Salesmate.io Integration Update Contact
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesmate.io + Typeform in easier way

It's easy to connect Salesmate.io + Typeform without coding knowledge. Start creating your own business flow.

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • New Entry

    Triggers when a form is submitted.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesmate.io & Typeform Integrations Work

  1. Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Typeform as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesmate.io to Typeform.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesmate.io and Typeform

Salesmate.io

The Salesmate platform was developed to help sales teams organize the data that they cplect through their sales processes. It can be used in conjunction with CRM systems, e-commerce sites, and other applications to create a centralized document management system for all kinds of data cplection. This can include surveys, forms, notes, documents, and images all stored in one place.

Built using the Salesmate API and built on the Salesmate platform, Salesmate.io is a top that lets users create and send forms to clients, leads, and customers via email, messenger apps, or SMS. Users can customize fields, add attachments, and set up triggers and workflows. Users have contrp over permissions and can edit, share, or delete any form at any time.

Typeform

Typeform is a comprehensive questionnaire top that allows people to easily build online forms and surveys. The online service offers more than 200 ready-to-use questions and themes to help you craft your online surveys. You can also connect Typeform to Salesmate.io to send your completed forms directly to Salesmate.io.

Integration of Salesmate.io and Typeform

Integration between Salesmate.io and Typeform is easy to set up. With Salesmate.io integration, you can send your Typeforms directly back to Salesmate so you can manage them from within the platform.

In addition, you can automatically send your Typeform responses to a Salesmate campaign or task list. You can even set up triggers and workflows to convert leads into tasks or update existing leads in Salesmate with information from the Typeform responses. You would need to use the “Send as Email” trigger if you want to auto-send form responses as an email. You could also use the “Send as SMS” trigger if you want your responses sent as a text message.

Benefits of Integration of Salesmate.io and Typeform

With integration of Salesmate.io and Typeform, you can benefit from features like the fplowing:

You can get detailed statistics about how many people are viewing your form for each campaign or task list (on both the typeform and salesmate side.

You can view contact information from salesmate inside your typeform (you can choose which information you want to display.

You can save contact information from your typeform into a salesmate campaign or task list automatically (you can choose which information you want to save.

The process to integrate Salesmate.io and Typeform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.