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Automatically create Salesmate contacts or update deals from Paperform submissions. Latenode's visual editor makes complex lead routing easy, and pay-per-execution pricing keeps scaling affordable.
Connect Paperform and Salesmate in minutes with Latenode.
Create Paperform to Salesmate workflow
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Create a New Scenario to Connect Paperform and Salesmate
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Paperform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Paperform or Salesmate will be your first step. To do this, click "Choose an app," find Paperform or Salesmate, and select the appropriate trigger to start the scenario.
Add the Paperform Node
Select the Paperform node from the app selection panel on the right.
Paperform
Configure the Paperform
Click on the Paperform node to configure it. You can modify the Paperform 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 Paperform node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
Paperform
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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 Paperform 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 Paperform 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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Paperform
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Paperform, Salesmate, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Paperform and Salesmate integration works as expected. Depending on your setup, data should flow between Paperform and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Paperform + Salesmate + Slack: When a new form is submitted in Paperform, a new contact is created in Salesmate. Then, a message is sent to a specified Slack channel to notify the sales team of the new contact.
Paperform + Salesmate + Google Sheets: When a Paperform form is submitted, the corresponding Salesmate deal is updated. Finally, the form submission data is added as a new row in a Google Sheet for tracking and analysis.
About Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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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 Paperform account to Salesmate using Latenode?
To connect your Paperform account to Salesmate on Latenode, follow these steps:
Can I automatically create Salesmate deals from new Paperform submissions?
Yes, you can! Latenode lets you instantly turn form responses into actionable deals. Capture leads faster, enrich data with AI, and ensure your sales team never misses an opportunity.
What types of tasks can I perform by integrating Paperform with Salesmate?
Integrating Paperform with Salesmate allows you to perform various tasks, including:
How does Latenode handle Paperform's complex conditional logic?
Latenode supports complex logic, allowing you to map form fields dynamically and process conditional responses using JavaScript code blocks and no-code tools.
Are there any limitations to the Paperform and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: