Paperform and Salesmate Integration

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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.

Paperform + Salesmate integration

Connect Paperform and Salesmate in minutes with Latenode.

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Automate your workflow

Swap Apps

Paperform

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Paperform and Salesmate

Create a New Scenario to Connect Paperform 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 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.

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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.

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Connect Paperform

Sign In
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Run node once

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.

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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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Connect Salesmate

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Run node once

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.

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Salesmate Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Paperform 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 Paperform, 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 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.

Most powerful ways to connect Paperform and Salesmate

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.

Paperform and Salesmate integration alternatives

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.

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 Paperform and Salesmate

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

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

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

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:

  • Creating new Salesmate contacts from Paperform submissions.
  • Updating Salesmate deals when a Paperform is submitted.
  • Adding notes to Salesmate contacts based on Paperform answers.
  • Triggering email sequences in Salesmate on form submission.
  • Segmenting contacts in Salesmate using Paperform data.

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:

  • Complex Paperform question types might require custom mapping.
  • Rate limits on Paperform and Salesmate APIs apply.
  • Real-time updates depend on API availability and polling intervals.

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