Salesmate + Signaturely Integration

Integrate Salesmate to Signaturely in one click, or tell Integrately AI how you want each deal handled. Create signing requests, track document completions, 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.
  • 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
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
Arrow Right
2.
  • 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
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows Β  for Salesmate + Signaturely Integration

Trigger signing requests, track completed documents, update deals, and notify your sales team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Salesmate + Signaturely flow

Connect your sales data and signed documents to your CRM, emails, and team chats for end-to-end deal visibility. Pick a combination and activate it in one click.

Salesmate
Signaturely
+
HubspotHubspot (3)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
StripeStripe (2)
+
Google DriveGoogle Drive (2)
+
SlackSlack (2)
S
H
S
Create a HubSpot contact for every new Salesmate contact, and send a signing request in Signaturely.
New Salesmate contacts immediately generate a contact in HubSpot and trigger a document in Signaturely without manual data entry.
S
H
S
When a deal is created in Salesmate, create a HubSpot deal and send a signing request in Signaturely.
Salesmate deals automatically establish matching HubSpot records and send out Signaturely documents instantly.
S
S
H
When a document is completed in Signaturely, update the deal in Salesmate and log a contact in HubSpot.
Completed signing requests update your Salesmate deal and record contact details in HubSpot automatically.

Supported triggers and actions for Salesmate and Signaturely

Mix and match to build the exact automation you need

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†’
Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
Try it β†’
Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
Try it β†’
Create signing request in Signaturely
Sends a new signing request
Try it β†’
Search document in Signaturely
Locates and retrieves document based on search criteria
Try it β†’

What can you automate with Salesmate + Signaturely?

Streamline your sales cycle by connecting customer deals with document signing workflows.

What you can automate?
✍️
Trigger signing requests from new sales deals
Automatically send a Signaturely document the moment a deal is created in Salesmate. Contracts reach your prospects instantly without manual exporting.
πŸ”„
Update sales pipeline stages on document completion
Move your Salesmate deal forward automatically when a Signaturely document is finished. Your pipeline reflects actual contract statuses without manual checks.
πŸ””
Alert your team when documents are signed
Notify team channels in Slack or send confirmation emails in Gmail the second a signature is collected. Everyone stays informed of closed agreements.
πŸ—‚οΈ
Archive signed agreements in cloud storage
Save completed Signaturely documents directly into Google Drive folders tied to your Salesmate deals. Maintain an organized repository effortlessly.
πŸ‘€
Keep contact records synchronized across platforms
Ensure signer details and contact updates flow seamlessly between Salesmate, HubSpot, and your signing workflows. Eliminate duplicate data entry.
πŸ’³
Connect payments with agreement workflows
Trigger signing requests automatically when Stripe payments succeed or update financial records when documents reach completion.
πŸ“…
Schedule follow-up meetings after signing
Set up Calendly scheduling events or create follow-up tasks in Salesmate the moment a client finishes signing their paperwork.
πŸ€–
Build custom multi-step automation pipelines
Combine Salesmate, Signaturely, and your favorite productivity apps into powerful workflows that handle complex business operations.
And much more...

Who is Salesmate + Signaturely integration for?

Sales teams, account managers, and business owners use this integration to eliminate manual document preparation, speed up contract execution, and keep sales pipelines perfectly synchronized.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Sales Directors
Sales Directors
Business Owners
Business Owners
Finance Managers
Finance Managers
πŸ“ˆ
Sales Operations Managers
You rely on accurate pipeline data to forecast quarterly revenue, but reps constantly delay logging signed agreements, so your pipeline reports are always missing closed deals β€” this integration means every completed contract updates your CRM instantly and your pipeline numbers stay reliable.
⚑
Account Executives
You need to send agreements the moment a prospect agrees to terms, but switching between your CRM and document tools wastes valuable selling time β€” automating both apps means signing requests go out immediately when deals are created and your response times drop to zero.
🀝
Client Success Leads
You depend on signed contracts to begin client onboarding, but finding completed documents requires hunting through inbox threads, so onboarding kickoff always runs behind schedule β€” connecting these apps means every finished document triggers your kickoff workflow right away.
πŸ“Š
Sales Directors
You manage high volumes of incoming client deals and struggle to keep manual paperwork matching your CRM records, so leads slip through the cracks during busy weeks β€” with this integration, document requests and pipeline updates happen simultaneously without manual data entry.
πŸ’Ό
Business Owners
You own the entire sales and contract process from prospecting to closing, but administrative data entry eats up hours you should spend growing the company β€” automating Salesmate and Signaturely means your customer records and agreements update themselves.
πŸ“‹
Finance Managers
You need precise contract records to verify billing and revenue milestones, but missing agreement dates leave frustrating audit gaps in your records β€” this integration means every signed document links directly to your sales deals for a complete 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 Salesmate + Signaturely

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

1,500+ apps connected
1,500+ apps connected
Connect Salesmate + Signaturely 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 Salesmate to Signaturely?
Frequently Asked Questions
You can connect Salesmate to Signaturely in one click using ready templates on Integrately. Link your accounts, choose a trigger like a new deal, and let Integrately AI handle the setup.
Can I automatically send a Signaturely signing request when a deal is created in Salesmate?
Frequently Asked Questions
Can I connect Salesmate, Signaturely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and Signaturely?
Frequently Asked Questions
How does Salesmate data trigger signing requests in Signaturely?
Frequently Asked Questions
Can completed Signaturely documents update my Salesmate deals?
Frequently Asked Questions
Do I need coding skills to automate Salesmate and Signaturely?
Frequently Asked Questions
Is the Salesmate and Signaturely integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Salesmate or Signaturely With 1500+ Other Apps

Salesmate
Popular Salesmate Integrations
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Signaturely
Popular Signaturely Integrations
Sync Signaturely with document storage, invoicing, and productivity tools to keep agreements working across your stack.