ConvertKit and Salesmate Integration

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Sync ConvertKit subscribers to Salesmate as new leads, enriching your CRM with marketing data. Latenode’s visual editor simplifies complex data mappings, and affordable execution pricing scales with your business as you grow.

Swap Apps

ConvertKit

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertKit and Salesmate

Create a New Scenario to Connect ConvertKit and Salesmate

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Salesmate will be your first step. To do this, click "Choose an app," find ConvertKit or Salesmate, and select the appropriate trigger to start the scenario.

Add the ConvertKit Node

Select the ConvertKit node from the app selection panel on the right.

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ConvertKit

Configure the ConvertKit

Click on the ConvertKit node to configure it. You can modify the ConvertKit URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect ConvertKit

Sign In

Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the ConvertKit node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.

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Salesmate

Authenticate Salesmate

Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.

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Salesmate

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Connect Salesmate

Sign In

Run node once

Configure the ConvertKit and Salesmate Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the ConvertKit and Salesmate Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring ConvertKit, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the ConvertKit and Salesmate integration works as expected. Depending on your setup, data should flow between ConvertKit and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ConvertKit and Salesmate

ConvertKit + Calendly + Salesmate: When a new subscriber joins ConvertKit, automatically schedule an introductory call via Calendly and update the contact in Salesmate with the Calendly event details.

Salesmate + ConvertKit + Zoom: When a new deal is won in Salesmate, add the client to a ConvertKit email sequence and schedule a kickoff meeting via Zoom.

ConvertKit and Salesmate integration alternatives

About ConvertKit

Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.

About Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

See how Latenode works

FAQ ConvertKit and Salesmate

How can I connect my ConvertKit account to Salesmate using Latenode?

To connect your ConvertKit account to Salesmate on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertKit and click on "Connect".
  • Authenticate your ConvertKit and Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new ConvertKit subscribers to Salesmate automatically?

Yes, you can! Latenode lets you sync new ConvertKit subscribers directly into Salesmate, keeping your contact lists current and saving you manual data entry time.

What types of tasks can I perform by integrating ConvertKit with Salesmate?

Integrating ConvertKit with Salesmate allows you to perform various tasks, including:

  • Create new Salesmate contacts from new ConvertKit subscribers.
  • Update Salesmate contact details when a ConvertKit subscriber updates their info.
  • Trigger Salesmate email sequences when a ConvertKit tag is applied.
  • Add ConvertKit subscribers to a sequence when a Salesmate deal closes.
  • Create Salesmate activities for ConvertKit subscribers reaching a milestone.

Can I filter ConvertKit subscribers based on custom fields?

Yes, Latenode allows you to filter ConvertKit subscribers by any custom field for precise Salesmate syncing and automation.

Are there any limitations to the ConvertKit and Salesmate integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time sync depends on the API rate limits of both apps.
  • Historical data migration may require building a separate workflow.

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