Formsite and Salesmate Integration

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Automatically create new Salesmate leads from Formsite submissions. Latenode's visual editor makes customization easy, and affordable execution pricing lets you scale complex lead qualification workflows without breaking the bank.

Swap Apps

Formsite

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formsite and Salesmate

Create a New Scenario to Connect Formsite and Salesmate

In the workspace, click the β€œCreate 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Salesmate will be your first step. To do this, click "Choose an app," find Formsite or Salesmate, and select the appropriate trigger to start the scenario.

Add the Formsite Node

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

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Formsite

Configure the Formsite

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

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Connect Formsite

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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the Formsite 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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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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Configure the Formsite 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

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Run node once

Set Up the Formsite 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 Formsite, 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 β€œRun once” and triggering an event to check if the Formsite and Salesmate integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Salesmate

Formsite + Salesmate + Slack: When a new form result is submitted in Formsite, a new contact is created in Salesmate. A notification is then sent to a Slack channel to alert the sales team of the new lead.

Formsite + Salesmate + Google Sheets: When a new form result is submitted in Formsite, this automation searches for an existing deal in Salesmate and updates it based on the form data. The updated deal information is then added as a new row in a Google Sheet for tracking.

Formsite and Salesmate integration alternatives

About Formsite

Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.

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 Formsite and Salesmate

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

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

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

Can I create Salesmate contacts from Formsite submissions?

Yes, you can! Latenode's visual editor makes it easy to automatically create new Salesmate contacts from each Formsite submission, streamlining your lead management process and saving you time.

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

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

  • Automatically create new deals in Salesmate from qualified Formsite leads.
  • Update contact information in Salesmate based on new Formsite submissions.
  • Send personalized email campaigns via Salesmate upon Formsite form completion.
  • Trigger internal notifications in Salesmate for high-priority Formsite entries.
  • Analyze Formsite submission data within Salesmate dashboards for insights.

CanIuseJavaScripttocustomizeFormsiteSalesmateintegration?

Yes! Latenode's JavaScript blocks let you transform data, add custom logic, and extend your Formsite + Salesmate integration beyond the built-in options.

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

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

  • Complex form structures in Formsite may require advanced mapping configurations.
  • Rate limits imposed by Formsite and Salesmate APIs can affect high-volume workflows.
  • Custom fields in Salesmate require precise mapping to corresponding Formsite fields.

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