Connect Jotform and Salesmate to Build Intelligent Automations

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Jotform

When this happens...

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Salesmate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a new submission has been added to a specific form.

Request a new Trigger for Jotform

Do thisActions

Action is the task that follows automatically within your Jotform integrations.

Get Submission Data

Get Submission Data

Get an existing submission data.

Delete User Report

Delete User Report

Delete an existing user report.

Delete Submission Data

Delete Submission Data

Delete a single existing submission.

Delete Form

Delete Form

Delete an existing form.

Get form Submission

Get form Submission

Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.

Create form

Create form

Create a new form.

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Step by step guides to integrate Jotform and Salesmate

Frequently Asked Questions

How do I start an integration between Jotform and Salesmate?

To start, connect both your Jotform and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Salesmate (or vice versa).

Can we customize how data from Jotform is recorded in Salesmate?

Absolutely. You can customize how Jotform data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Jotform and Salesmate?

The data sync between Jotform and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Jotform to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Jotform and Salesmate?

Yes, you can set conditional logic to control the flow of data between Jotform and Salesmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Jotform

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

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Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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