Heights Platform + Salesmate Integration

Integrate Heights Platform to Salesmate in one click, or tell Integrately AI how you want each order handled. Log new orders, create and update contacts, trigger pipeline activities, and sync customer data instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Heights Platform
    Student is created in Heights Platform Instant
  • Heights Platform
    Course is completed in Heights Platform Instant
  • Heights Platform
    Student course is completed in Heights Platform Instant
  • Heights Platform
    Order is created in Heights Platform Instant
  • Heights Platform
    Student answer is created in Heights Platform Instant
  • Heights Platform
    Project post is created in Heights Platform 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.
  • Heights Platform
    Create and enroll a student in Heights Platform
  • Heights Platform
    Grant role to student in Heights Platform
  • Heights Platform
    Unenroll a student in Heights Platform
  • Heights Platform
    Revoke bundle from student in Heights Platform
  • Heights Platform
    Revoke role from student in Heights Platform
  • Heights Platform
    Revoke course from student in Heights Platform
  • 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 Heights Platform + Salesmate Integration

Capture new orders, create matching contacts, update deals, log activities, and trigger follow-ups, all in just one click.

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 Heights Platform + Salesmate flow

Connect billing, email marketing, scheduling, and communication tools to extend your core automation. Pick a combination and activate it in one click.

Heights Platform
Salesmate
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ZoomZoom (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (4)
H
S
S
When an order is created in Heights Platform, create a contact in Salesmate and create a customer in Stripe.
New Heights Platform orders immediately generate a Salesmate contact and a Stripe customer profile without manual entry.
H
S
S
When a Stripe payment succeeds, create a deal in Salesmate and enroll the student in Heights Platform.
Successful Stripe payments automatically update your Salesmate deal pipeline and enroll students in Heights Platform.
H
S
S
If a Stripe invoice is paid, update the contact in Salesmate and grant a role in Heights Platform.
Paid Stripe invoices update your Salesmate contact records and assign advanced student roles in Heights Platform.
H
S
S
When a Stripe subscription is canceled, update the deal in Salesmate and unenroll the student in Heights Platform.
Canceled Stripe subscriptions automatically update your Salesmate deal stage and revoke access in Heights Platform.

Supported triggers and actions for Heights Platform and Salesmate

Mix and match to build the exact automation you need

Heights Platform
Heights Platform Triggers & Actions
Instant
Student is created in Heights Platform
Triggers the automation when a new student is created
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Instant
Course is completed in Heights Platform
Triggers the automation when a user completes the particular course
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Instant
Student course is completed in Heights Platform
Triggers the automation when a student completes a course
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Instant
Order is created in Heights Platform
Triggers the automation when a new order is created
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Instant
Student answer is created in Heights Platform
Triggers the automation when a student answer is created
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Instant
Project post is created in Heights Platform
Triggers the automation when a new project post is created
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Create and enroll a student in Heights Platform
Creates a new student profile and enrolls them in a particular course
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Grant role to student in Heights Platform
Assigns a particular role to a student
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Unenroll a student in Heights Platform
Removes a user from a particular course
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Revoke bundle from student in Heights Platform
Removes access to the designated bundle from the student's account
Try it β†’
Revoke role from student in Heights Platform
Removes a role from a student's profile
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Revoke course from student in Heights Platform
Removes a course enrollment from a student's account
Try it β†’
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
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
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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
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Heights Platform + Salesmate?

Streamline your entire workflow by syncing course signups, updating deals, managing student enrollments, and triggering team notifications automatically.

What you can automate?
🎯
Sync every new course order straight into your sales pipeline
Automatically create a contact and update your sales pipeline whenever a customer places an order in Heights Platform. Eliminate manual data entry and keep your sales team instantly informed.
πŸ“
Capture every custom student answer and form field
Map detailed student answers and project submissions from Heights Platform directly into Salesmate custom fields. Build comprehensive customer profiles for targeted follow-up.
πŸ””
Notify your team the moment a course is completed
Alert your sales or success team immediately when a student finishes a course or milestone. Trigger timely outreach while engagement is at its peak.
πŸ”€
Route students and deals based on course tier or answers
Split your automation workflow depending on specific course selections or student answers in Heights Platform, updating the correct deal stage in Salesmate.
πŸ”„
Keep student and contact records synchronized as they change
Update contact details in Salesmate automatically whenever a student profile or course status changes in Heights Platform, ensuring your records never drift out of sync.
πŸ”
Search and update existing contacts instead of creating duplicates
Check if a contact already exists in Salesmate before creating a new record, updating their latest course activity and orders on their existing profile.
⏱️
Manage course completions, bundle revocations, and order updates
Trigger automated CRM updates when student course statuses change, bundles are revoked, or orders are modified, keeping your pipeline aligned with actual student status.
πŸ”Œ
Extend your workflow with Slack notifications and email campaigns
Send instant notifications to Slack channels or trigger email sequences in Mailchimp the moment a new order is created or a student completes a course.
And much more...

Who is Heights Platform + Salesmate integration for?

Course creators and sales teams waste hours manually transferring course enrollments and deal updates, but this integration connects student data directly to your sales pipeline.

Sales leaders and managers
Sales leaders and managers
Customer success teams
Customer success teams
Business owners and founders
Business owners and founders
Course administration teams
Course administration teams
Sales development reps
Sales development reps
Operations directors
Operations directors
πŸ“ˆ
Sales leaders and managers
You review weekly pipeline reports to track course sales and deal closures, but your CRM counts only update when someone manually exports order records, so your revenue numbers are always a few hours behind β€” with this integration, every new order lands in Salesmate instantly and your data stays current.
⚑
Customer success teams
You need to reach out the moment a student hits a roadblock or completes a course, but you find out about completed milestones days later, leading to missed engagement opportunities β€” with this integration, every completed milestone triggers immediate follow-up tasks.
πŸ“Š
Business owners and founders
You report on business growth and revenue milestones to stakeholders, but compiling data across course platforms and CRMs leads to constant discrepancies β€” with this integration, every order syncs straight into your pipeline for transparent reporting.
πŸ”„
Course administration teams
You manage hundreds of daily student signups and enrollments, but high volumes make manual data entry error-prone and slow β€” with this integration, every new student is enrolled and logged automatically without bottlenecks.
🀝
Sales development reps
You wait for course creators to manually hand over new student details before starting outreach, delaying your follow-up process β€” with this integration, every new student creates a contact in Salesmate instantly so you can engage right away.
πŸ“
Operations directors
You rely on complete customer histories to audit sales and learning progress, but manual logging leaves gaps in student records β€” with this integration, every course completion and order creates a detailed audit trail.
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 Heights Platform + Salesmate

Build and manage your Heights Platform + 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 Heights Platform + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Heights Platform to Salesmate?
Frequently Asked Questions
You can connect Heights Platform to Salesmate in one click using pre-built workflows on Integrately or by asking Integrately AI to build the automation and map the fields for you, linking tools like Slack and Stripe seamlessly.
Can I automatically create Salesmate contacts when a new order is placed in Heights Platform?
Frequently Asked Questions
Can I connect Heights Platform, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Heights Platform and Salesmate?
Frequently Asked Questions
How does Heights Platform handle student data during synchronization?
Frequently Asked Questions
How does Salesmate manage updated contact records from my courses?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Heights Platform and Salesmate integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Heights Platform or Salesmate With 1500+ Other Apps

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