Salesmate + WPForms Integration

Integrate Salesmate to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create contacts and deals, update your pipeline, and alert your team automatically.

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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
  • WPForms
    Form is submitted in WPForms Instant
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2.

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Ready Workflows Ready Workflows for Salesmate + WPForms Integration

Capture submissions, create contacts, update deals, keep records current, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
WPForms + Salesmate Integration

Create Salesmate contact for new WPForms form submission

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

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

Create Salesmate deal for new WPForms form submission

Integrating your Salesmate with your WPForms, can help you automatically create new deals based on form submissions 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 WPForms - 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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Connect more apps to your Salesmate + WPForms flow

Send form data to sheets, sync email lists, schedule follow-ups, and notify your team when a new submission arrives. Pick a combination and activate it in one click.

Salesmate
WPForms
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
W
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Add every WPForms form submission to Salesmate as a contact, and log it in Google Sheets
Every WPForms submission creates a new contact in Salesmate and logs a row in Google Sheets instantly, eliminating manual data entry.
W
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When a WPForms submission creates a Salesmate deal, log the deal details in Google Sheets
New deals created from WPForms submissions are automatically recorded in Google Sheets for financial tracking.
W
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Update the matching Google Sheets row when a Salesmate contact is updated from a WPForms submission
Keep your tracking spreadsheets synchronized whenever contact details from WPForms are modified in Salesmate.
W
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Use ChatGPT to summarise WPForms submissions, save the summary in Salesmate, and log it in Google Sheets
AI analyses form submissions before creating a Salesmate contact and logging the summary in Google Sheets.

Supported triggers and actions for Salesmate and WPForms

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
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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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WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
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No action is available

What can you automate with Salesmate + WPForms?

Streamline your lead capture, pipeline management, and team communication with ready-to-run automation recipes.

What you can automate?
🎯
Create Salesmate contacts from form submissions
Automatically create a new contact in Salesmate the moment a user submits a form in WPForms. Eliminate manual copy-pasting and ensure zero leads are ever missed.
📋
Capture every submitted form field
Map custom form answers, dropdown selections, and budget details from WPForms directly into Salesmate contact fields and notes. Your CRM record becomes a complete picture.
🔔
Alert your team instantly on new leads
Send instant notifications to your sales channel in Slack or via email the second a high-value form is submitted. Empower your reps to follow up immediately.
🔀
Route leads based on form selections
Create different deals or assign different priorities in Salesmate depending on the specific answers submitted in your WPForms fields.
🔄
Keep CRM data synchronized over time
Automatically update existing Salesmate contacts and deals whenever returning visitors submit updated information through your WPForms setup.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Salesmate before creating new records, ensuring your database remains clean and free of duplicate entries.
💳
Handle payments and order submissions
Process paid form orders through payment gateways, log successful transactions, and update deal stages in Salesmate automatically.
📈
Extend your workflow to Google Sheets
Send form submission data directly to Google Sheets alongside your Salesmate CRM updates for robust reporting and team tracking.
And much more...

Who is Salesmate + WPForms integration for?

Sales teams, business owners, and marketers capturing leads online rely on this integration to eliminate manual data entry and keep their pipelines instantly updated.

Sales Managers
Sales Managers
Sales Representatives
Sales Representatives
Agency Account Managers
Agency Account Managers
High-Volume Marketers
High-Volume Marketers
Operations Specialists
Operations Specialists
Customer Success Leads
Customer Success Leads
📈
Sales Managers
You're reviewing pipeline reports but your CRM only updates when someone manually exports form leads, so the conversion metrics you're presenting are always a few hours behind — with this integration, every new submission lands in Salesmate instantly and your reporting stays current.
⚡
Sales Representatives
You're waiting for website leads to reach your inbox so you can follow up, but manual data entry slows you down and warm prospects slip away — automating both apps means every form submission creates a contact instantly and you can reach out while interest is high.
📊
Agency Account Managers
You're managing client intake forms and reporting weekly progress, but compiling form entries by hand leaves gaps in your client updates — connecting these apps means every submission populates your CRM and spreadsheets automatically without manual copying.
🚀
High-Volume Marketers
You're running campaigns driving hundreds of daily form entries, but your team cannot keep up with manual lead creation and contact logging — automating both apps means high-volume submissions flow directly into Salesmate without missing a single prospect.
⚙️
Operations Specialists
You're responsible for handing off website leads from intake forms to sales reps, but manual handoffs cause delays and dropped information — automating both apps means every submission triggers immediate contact creation and task assignment in your CRM.
🔍
Customer Success Leads
You need a reliable customer history in your CRM from the moment a user fills out a support or intake form, but missing entries break your records — with this integration, every submission is logged accurately and your customer history remains complete.
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Why choose Integrately to automate Salesmate + WPForms

Build and manage your Salesmate + WPForms 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 + WPForms 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
Connect Salesmate + WPForms Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions

How do I connect Salesmate to WPForms?
Frequently Asked Questions
You can connect Salesmate to WPForms in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your forms to Google Sheets, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically create Salesmate contacts from WPForms submissions?
Frequently Asked Questions
Can I connect Salesmate, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and WPForms?
Frequently Asked Questions
How does Salesmate handle incoming contact data from WPForms?
Frequently Asked Questions
Can WPForms trigger multiple actions across different apps?
Frequently Asked Questions
Do I need coding skills to integrate Salesmate and WPForms?
Frequently Asked Questions
Is the Salesmate and WPForms integration free?
Frequently Asked Questions
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You Can Also Connect Salesmate or WPForms With 1500+ Other Apps

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WPForms
Popular WPForms Integrations
Sync WPForms with databases, marketing software, and collaboration tools to keep your form data working across your stack.
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