Amelia + Salesmate Integration

Integrate Amelia to Salesmate in one click, or tell Integrately AI how you want each booking handled. Capture booking details, create records, update contacts, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Amelia
    Booking is completed in Amelia Instant
  • Amelia
    Booking status is changed in Amelia Instant
  • Amelia
    Booking is rescheduled in Amelia Instant
  • Amelia
    Booking is canceled in Amelia Instant
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Amelia + Salesmate Integration

Capture bookings, create contacts, update deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Amelia + Salesmate Integration

Create Salesmate deal for new Amelia booking

In your business, you may need to track when someone is invited to an booking. You can do this by creating a deal in Salesmate.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created in Amelia, it will trigger a corresponding deal creation in Salesmate.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Amelia + Salesmate flow

Users often want to sync calendar schedules, send email campaigns, and schedule follow-up meetings once a booking is completed and logged in their CRM. Pick a combination and activate it in one click.

Amelia
Salesmate
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
StripeStripe (3)
+
SlackSlack (3)
A
S
G
Add every completed Amelia booking to your Salesmate CRM and schedule a calendar event in Google Calendar.
Completed Amelia bookings instantly create contacts in Salesmate and schedule matching events in Google Calendar without manual data entry.
A
S
G
When an Amelia booking is rescheduled, update the Salesmate contact and reschedule the event in Google Calendar.
Rescheduled Amelia bookings automatically update your Salesmate contact records and shift the calendar event in Google Calendar instantly.
A
S
G
When an Amelia booking is canceled, update the Salesmate deal and remove the calendar event in Google Calendar.
Canceled Amelia bookings update your Salesmate deal stage and remove the corresponding meeting from Google Calendar automatically.
A
S
G
When an Amelia booking status changes, log an activity in Salesmate and schedule a follow-up in Google Calendar.
Status updates in Amelia trigger follow-up activities in Salesmate and schedule reminder entries in Google Calendar.

Supported triggers and actions for Amelia and Salesmate

Mix and match to build the exact automation you need

Amelia
Amelia Triggers & Actions
Instant
Booking is completed in Amelia
Triggers the automation when a booking is successfully completed
Try it β†’
Instant
Booking status is changed in Amelia
Triggers the automation when a booking status is changed
Try it β†’
Instant
Booking is rescheduled in Amelia
Triggers the automation when a booking is rescheduled
Try it β†’
Instant
Booking is canceled in Amelia
Triggers the automation when a booking is canceled
Try it β†’
No action is available
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it β†’
Company is created in Salesmate
Triggers the automation when a new company is created
Try it β†’
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it β†’
Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
Try it β†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it β†’
Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
Try it β†’
Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Amelia + Salesmate?

Streamline your scheduling and sales pipeline with robust automations that eliminate manual work.

What you can automate?
πŸ”„
Sync every completed booking to your CRM
Turn every completed Amelia booking into a new contact and deal in Salesmate automatically. Eliminate manual copy-pasting and ensure your sales pipeline reflects real-time client demand.
πŸ“‹
Capture all submitted booking form fields
Map custom participant questions and appointment notes straight into Salesmate fields instead of just basic contact info. Your CRM records become much more useful for sales calls.
πŸ””
Alert your sales team instantly
Notify your team on Slack or via email the exact moment a high-value booking is completed in Amelia. Sales reps can reach out to new leads while interest is peak.
πŸ”€
Route deals based on booking criteria
Check submitted booking details and create priority deals in Salesmate for enterprise clients while routing standard appointments to general queues automatically.
⏱️
Keep records updated when schedules change
Automatically update Salesmate contact details and deal stages whenever a client reschedules or cancels their booking in Amelia. Your pipeline stays accurate without manual edits.
πŸ”
Prevent duplicates with smart search
Search existing Salesmate records before creating new contacts or deals from Amelia bookings. Update existing client profiles instead of cluttering your CRM with duplicate entries.
🏷️
Handle cancellations and refunds cleanly
Update Salesmate deal stages to closed lost and log cancellation notes the moment a booking is canceled in Amelia. Keep your forecasting metrics reliable and clean.
πŸ“…
Extend your workflow to Google Calendar
Trigger calendar event creation in Google Calendar alongside your Salesmate CRM updates whenever a new booking is completed in Amelia. Keep schedules and pipelines unified.
And much more...

Who is Amelia + Salesmate integration for?

Teams managing client appointments and sales pipelines across Amelia and Salesmate can eliminate manual data entry, prevent scheduling errors, and keep every contact record updated automatically.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Customer support teams
Customer support teams
Project coordinators
Project coordinators
Operations leads
Operations leads
πŸ“ˆ
Performance marketers
You're running campaigns across multiple channels but your CRM pipeline only updates when someone manually exports bookings, so the conversion counts you're optimising against are always a few hours behind β€” with this integration, every new booking lands in Salesmate instantly and your data stays current.
⚑
Sales managers
You need to track inbound appointments the moment they occur, but manual lead entry means reps find out about high-intent bookings hours later when opportunities have already gone cold β€” automating both apps means every contact and deal is created instantly so your team can act without delay.
🀝
Account executives
You answer to clients who expect their scheduled appointments and pipeline stages to be reflected immediately, but lagging records create frustrating discrepancies during review calls β€” connecting these apps means every booking status change updates Salesmate automatically so your client history is always accurate.
πŸ“ž
Customer support teams
The volume of inbound booking requests is too high for anyone to keep up by hand, leading to missed appointments and unassigned customer records β€” this integration means every client submission flows straight into Salesmate without manual intervention so no booking ever slips through the cracks.
βš™οΈ
Project coordinators
You own the next step in client onboarding and depend on scheduling teams to hand over booking details before you can begin work β€” automating both apps means every completed booking in Amelia instantly updates Salesmate and notifies your team so handover delays disappear.
πŸ—‚οΈ
Operations leads
You need a reliable history of all customer interactions and keep finding gaps between appointment software and CRM logs caused by manual entry errors β€” integrating these apps means every booking, rescheduling, and cancellation is recorded in Salesmate with zero missing records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Amelia + Salesmate

Build and manage your Amelia + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Amelia + Salesmate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Amelia to Salesmate?
Frequently Asked Questions
You can connect Amelia to Salesmate in one click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Google Calendar, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically sync Amelia bookings to my Salesmate CRM?
Frequently Asked Questions
Can I connect Amelia, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Amelia and Salesmate?
Frequently Asked Questions
How does Amelia handle booking data when connected to Salesmate?
Frequently Asked Questions
Can Salesmate deal stages update automatically from Amelia bookings?
Frequently Asked Questions
Do I need coding skills to integrate Amelia and Salesmate?
Frequently Asked Questions
Is the Amelia and Salesmate integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Amelia or Salesmate With 1500+ Other Apps

Amelia
Popular Amelia Integrations
Connect Amelia with scheduling, email, and productivity tools to manage your appointments and client communications.
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Salesmate
Popular Salesmate Integrations
Sync Salesmate with email marketing, invoicing, and support tools to keep your revenue operations running smoothly.
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