Formstack Forms + Salesmate Integration

Integrate Formstack Forms to Salesmate in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • 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 Formstack Forms + Salesmate Integration

Capture form submissions, create contacts, update pipeline deals, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formstack Forms + Salesmate Integration

Create Salesmate contact for new Formstack Forms response

When someone completes your Formstack Forms, a new contact is automatically created in your Salesmate. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Formstack Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formstack Forms - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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Formstack Forms + Salesmate Integration

Create Salesmate deal for new Formstack Forms response

Integrating your Salesmate with your Formstack Forms, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Formstack Forms - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formstack Forms + Salesmate flow

Send form data to spreadsheets, notify your team, and trigger emails once your Salesmate updates finish. Pick a combination and activate it in one click.

Formstack Forms
Salesmate
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
F
G
S
Add every new Formstack Forms submission to your Google Sheets spreadsheet, and create a contact in Salesmate
Form submissions appear in Google Sheets and Salesmate instantly, so your data stays updated across platforms.
S
G
F
When a contact is created in Salesmate, log the details in Google Sheets and notify your team
New Salesmate contacts automatically update your Google Sheets records and alert your team.
F
G
S
If a Formstack Forms submission matches specific criteria, log it in Google Sheets and update the Salesmate deal
Filter high-value submissions into Google Sheets and update your Salesmate deal stages automatically.
F
G
S
Use ChatGPT to summarise Formstack Forms submissions, log them in Google Sheets, and create a Salesmate contact
AI summarises form entries before they are logged in Google Sheets and added to Salesmate.

Supported triggers and actions for Formstack Forms and Salesmate

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Try it β†’
Form is added in Formstack Forms
Triggers the automation when a new form is added
Try it β†’
Create submission for a form in Formstack Forms
Generates a new form submission
Try it β†’
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it β†’
Deal is created in Salesmate
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it β†’
Company is created in Salesmate
Triggers the automation when a new company is created
Try it β†’
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
Try it β†’
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it β†’
Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it β†’
Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
Try it β†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it β†’
Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
Try it β†’
Update company in Salesmate
Updates company information
Try it β†’
Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Formstack Forms + Salesmate?

Streamline your lead capture and pipeline management by automating routine tasks between Formstack Forms and Salesmate.

What you can automate?
πŸ”—
Create Salesmate contacts from form submissions
Every time a submission is done in Formstack Forms, a new contact is created in Salesmate instantly. Eliminate manual data entry and connect your lead capture directly to your CRM.
πŸ“
Capture every submitted field and question
Map all available Formstack Forms answers into detailed Salesmate fields instead of just basic contact info. Your CRM records become a complete picture of customer intent.
πŸ””
Notify the right team member immediately
Send instant notifications as soon as a new submission or CRM update occurs. Keep your team aligned and ready to engage high-value prospects without delay.
πŸ”€
Route submissions based on form answers
Perform different actions depending on specific fields submitted in Formstack Forms. Send enterprise leads to senior reps while standard inquiries route automatically.
πŸ”„
Keep CRM records up to date as things change
Automatically update existing contacts and deals in Salesmate whenever relevant information changes in your connected workflows, ensuring data accuracy.
πŸ”
Prevent duplicate records with smart search
Search existing contacts in Salesmate before creating new entries. Avoid cluttering your pipeline with duplicate profiles by updating existing records instead.
πŸ’Ό
Manage deal stages and activity updates
Track pipeline momentum by updating deal statuses, creating follow-up activities, and logging notes in Salesmate when key events take place.
🌐
Extend your workflow to external apps
Connect your Formstack Forms and Salesmate flow with supporting tools like Google Sheets or Slack to trigger broader operational steps seamlessly.
And much more...

Who is Formstack Forms + Salesmate integration for?

Sales teams, marketers, and business owners collect form submissions and manage pipelines, but manual data entry causes missed leads and delaysβ€”automating this work keeps everything synced.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
High-volume support teams
High-volume support teams
Pipeline administrators
Pipeline administrators
Operations directors
Operations directors
πŸ“ˆ
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind β€” with this integration, every new lead lands in the sheet instantly and your data stays current.
⚑
Sales representatives
You need to act fast on new inquiries, but form submissions sit in unmonitored inboxes until someone manually copies them over, causing critical response delays β€” automating both apps means every submission creates a contact instantly so you can follow up first.
πŸ“‹
Account managers
You answer to clients who want to see regular progress reports, but compiling data from separate apps takes hours every week and leaves room for human error β€” connecting these apps means your pipeline updates automatically and reporting takes minutes.
πŸš€
High-volume support teams
The volume of incoming submissions is too high for anyone to keep up by hand, leading to missed client requests and frustrated customers β€” integrating these apps means every submission flows into your CRM without manual intervention.
πŸ”„
Pipeline administrators
You own the deal stage progression and depend on marketing to hand over clean contact data, but incomplete entries constantly stall your pipeline β€” automating both apps means verified contact details reach your CRM every single time.
πŸ—‚οΈ
Operations directors
You need a reliable history of customer interactions, but manual entry keeps leaving gaps in your audit logs and CRM records β€” this integration means every form entry is accurately captured and maintained without missing a beat.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Formstack Forms + Salesmate

Build and manage your Formstack Forms + 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 Formstack Forms + 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 β€” 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formstack Forms to Salesmate?
Frequently Asked Questions
You can connect Formstack Forms to Salesmate in one click using pre-built workflows or Integrately AI. It links with tools like Google Sheets, Gmail, and Slack to automate your complete sales process.
Can I automatically create Salesmate contacts from form submissions?
Frequently Asked Questions
Can I connect Formstack Forms, Salesmate, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Salesmate?
Frequently Asked Questions
How are form submissions processed between Formstack Forms and Salesmate?
Frequently Asked Questions
Can I update existing Salesmate records when a form is resubmitted?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Salesmate?
Frequently Asked Questions
Is the Formstack Forms and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect Formstack Forms or Salesmate With 1500+ Other Apps

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Popular Formstack Forms Integrations
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