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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.
Connect ConvertKit and Salesmate in minutes with Latenode.
Create ConvertKit to Salesmate workflow
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ConvertKit
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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.
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.
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.
ConvertKit
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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.
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.
Set Up the ConvertKit and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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ConvertKit
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Iterator
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Webhook response
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.
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.
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.
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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.
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How can I connect my ConvertKit account to Salesmate using Latenode?
To connect your ConvertKit account to Salesmate on Latenode, follow these steps:
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:
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: