ConvertKit + Salesmate Integration

Integrate ConvertKit to Salesmate in one click, or tell Integrately AI how you want each subscriber handled. Sync subscriber details, create contacts and deals, update your pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for ConvertKit + Salesmate Integration

Capture subscribers, create contacts, update deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
ConvertKit + Salesmate Integration

Create Salesmate contact for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesmate contact and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + Salesmate Integration

Create Salesmate deal for new ConvertKit subscriber

This automation makes it easy to create new deals in Salesmate when a new subscriber is created in ConvertKit. Just connect your accounts, and every time a new subscriber is created in ConvertKit, a new deal will automatically be created in Salesmate.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ConvertKit + Salesmate Integration

Create Salesmate contact from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ConvertKit with Salesmate? This integration will allow you to automatically create a contact for each new purchase in Salesmate.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your ConvertKit + Salesmate flow

Sync your subscriber data to external databases, notify your team in chat, or schedule onboarding calls once deals move forward. Pick a combination and activate it in one click.

ConvertKit
Salesmate
+
StripeStripe (4)
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
NotionNotion (4)
S
C
S
When a new Stripe charge is created, add the buyer as a ConvertKit subscriber and create a Salesmate contact
New Stripe payments instantly register a subscriber in ConvertKit and open a contact in Salesmate without manual export.
S
C
S
Create a Salesmate deal and update ConvertKit purchases whenever a Stripe subscription renews
Stripe subscription events update purchase records in ConvertKit and create renewal deals in Salesmate automatically.
S
C
S
When a Stripe customer is created, search the contact in Salesmate and add a ConvertKit subscriber tag
New Stripe customers are matched in Salesmate and tagged in ConvertKit for targeted email onboarding.
S
C
S
When a Stripe refund is processed, update the Salesmate deal and remove the buyer from ConvertKit tags
Refunds in Stripe automatically update Salesmate deals and adjust subscriber tags in ConvertKit.

Supported triggers and actions for ConvertKit and Salesmate

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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What can you automate with ConvertKit + Salesmate?

Streamline lead capture, CRM pipeline management, and subscriber segmentation with ready-made workflows.

What you can automate?
🔄
Sync ConvertKit subscribers to Salesmate contacts automatically
Turn every confirmed ConvertKit subscriber into a new contact in Salesmate instantly. Eliminate manual export steps and keep your sales team working with fresh data.
📝
Capture every submitted form field across platforms
Map all custom subscriber form questions and tag data directly into Salesmate contact fields instead of just a basic name and email address.
🔔
Alert your sales team the moment a lead converts
Send instant channel notifications or direct messages whenever a high-value subscriber confirms their subscription or updates a deal.
🔀
Route leads based on submitted form answers
Segment contacts dynamically by checking submitted tags or form criteria, assigning enterprise leads to senior sales reps and standard leads to automated sequences.
🔄
Keep your CRM pipeline and email lists up to date
Automatically update contact information in Salesmate whenever subscriber behavior changes or purchase records are added in ConvertKit.
🔍
Search and update existing records to prevent duplicates
Check if a contact already exists in Salesmate before creating a new entry, updating their activity history and email tags cleanly.
💳
Handle purchase events and subscription status changes
Track successful purchases and subscription renewals from ConvertKit straight into Salesmate deal stages and customer records.
🌐
Extend your workflow with popular team apps
Connect your core ConvertKit and Salesmate flow with Slack, Notion, or Stripe to handle billing records, database logs, and team alerts in one step.
And much more...

Who is ConvertKit + Salesmate integration for?

Connecting ConvertKit and Salesmate eliminates manual data entry between your email marketing and sales pipeline for revenue teams, marketers, and account managers.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer success leads
Customer success leads
Operations leads
Operations leads
Finance managers
Finance managers
📈
Performance marketers
You're running email campaigns in ConvertKit but your CRM pipeline metrics only update when someone manually exports subscriber conversions, so the row counts you're optimising against are always a few hours behind — automating both apps means every confirmed subscriber lands in Salesmate instantly and your data stays current.
Sales representatives
You need to follow up with high-intent leads immediately, but subscriber sign-ups sit in ConvertKit until someone remembers to copy them over to Salesmate — connecting these apps means every new subscriber becomes a Salesmate contact the second they confirm.
🤝
Account managers
You answer to stakeholders who want to see active deal progression, but keeping your CRM updated after every email sequence interaction requires tedious cross-referencing — this integration means every deal stage change and subscriber activity syncs without manual effort.
📊
Customer success leads
The volume of new subscriber sign-ups and deal updates is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — automating both apps means every form submission and purchase event flows into your CRM reliably.
⚙️
Operations leads
You own the hand-off between inbound email marketing and outbound sales calls, depending on marketing teams to manually pass over qualified leads — with this integration, subscriber confirmations and contact creations happen in lockstep.
📋
Finance managers
You need a reliable history of customer purchases and deal values, but keep finding gaps where offline transactions failed to match email tags — automating both apps means every purchase record and deal value aligns perfectly.
Our team

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Why choose Integrately to automate ConvertKit + Salesmate

Build and manage your ConvertKit + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ConvertKit + Salesmate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ConvertKit to Salesmate?
Frequently Asked Questions
You can connect ConvertKit to Salesmate in 1-click using Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, Notion, and Stripe.
Can I automatically create a Salesmate contact when a subscriber confirms in ConvertKit?
Frequently Asked Questions
Can I connect ConvertKit, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Salesmate?
Frequently Asked Questions
How are ConvertKit subscriber tags handled in Salesmate?
Frequently Asked Questions
Can Salesmate deal updates trigger ConvertKit email sequences?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and Salesmate?
Frequently Asked Questions
Is the ConvertKit and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or Salesmate With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to marketing, form, and webinar tools to capture more subscribers and automate engagement.
Salesmate
Popular Salesmate Integrations
Sync Salesmate with billing, support, and analytics tools to manage your pipeline and customer relationships.
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