Jotform + Salesmate Integration

Integrate Jotform to Salesmate in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create records in your CRM, 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.
  • Jotform
    Form is submitted in Jotform
  • 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.
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform
  • 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 Jotform + Salesmate Integration

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

Most popular automationsmost-popular-automations
Jotform + Salesmate Integration

Create Salesmate contact for new Jotform form submission

When someone completes your Jotform, a new contact is automatically created in your Salesmate. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Jotform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Jotform - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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Jotform + Salesmate Integration

Create Salesmate deal for new Jotform form submission

Integrating your Salesmate with your Jotform, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Jotform - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Jotform + Salesmate flow

Capture form leads, save them to your CRM, notify your team, and trigger instant follow-ups across your stack. Pick a combination and activate it in one click.

Jotform
Salesmate
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (1)
+
GmailGmail (1)
+
SlackSlack (1)
+
StripeStripe (1)
+
MailchimpMailchimp (1)
J
S
G
Create a Salesmate contact for every Jotform form submission, and log the details in Google Sheets.
Jotform form submissions instantly create a new contact in Salesmate and log a row in Google Sheets. No manual data entry, no missed leads.
J
S
G
Create a Salesmate deal from every Jotform form submission, and record the deal info in Google Sheets.
Turn form submissions into Salesmate deals and update your Google Sheets records automatically.
J
S
C
G
Use ChatGPT to summarise every Jotform form submission, create a Salesmate contact, and log the summary in Google Sheets.
ChatGPT summarises each form submission before creating a Salesmate contact and saving the brief in Google Sheets.

Supported triggers and actions for Jotform and Salesmate

Mix and match to build the exact automation you need

Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
Try it β†’
Get form submission by ID in Jotform
Try it β†’
Create form submission in Jotform
Try it β†’
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it β†’
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
Try it β†’
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it β†’
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
Try it β†’
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 Jotform + Salesmate?

Streamline your entire lead capture and sales pipeline by connecting form submissions directly to your CRM workflows.

What you can automate?
πŸ”„
Create CRM contacts from form submissions instantly
Automatically generate a new contact in Salesmate the moment a visitor submits a form in Jotform. Eliminate manual data entry and start your follow-up process immediately.
πŸ“
Capture every submitted form field accurately
Map all custom questions, dropdown selections, and comments from your Jotform response directly into corresponding fields in Salesmate without losing context.
πŸ””
Alert your sales team the second a lead arrives
Trigger instant team notifications in your messaging app whenever a high-value form submission is received in Jotform, ensuring rapid response times.
πŸ”€
Route leads based on submitted form criteria
Check specific field values in your Jotform submission to create priority deals or assign leads to the appropriate sales rep in Salesmate automatically.
πŸ”„
Keep existing customer records up to date
Search for existing contacts in Salesmate using form submission data and update their contact details or activity logs whenever they submit a new form.
πŸ”
Search and update instead of creating duplicates
Check if a contact already exists in Salesmate before creating a new record, ensuring clean data management for recurring form submitters.
πŸ’Ό
Create and update deals from form submissions
Generate new sales opportunities in Salesmate automatically whenever a prospect completes a consultation or request form in Jotform.
πŸ“Š
Log form data across external tools and spreadsheets
Extend your Jotform and Salesmate workflow by logging submission details directly into Google Sheets or triggering email notifications in Gmail.
And much more...

Who is Jotform + Salesmate integration for?

Connecting Jotform and Salesmate eliminates manual data entry, ensuring sales teams and marketers never miss a lead or act on stale pipeline data.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
High-volume operations leads
High-volume operations leads
Account executives
Account executives
CRM administrators
CRM administrators
πŸ“ˆ
Performance marketers
You're running lead generation campaigns via web forms but your tracking sheet only updates when someone manually exports submissions, so the lead counts you review are always hours behind β€” automating both apps means every new submission lands in your system instantly and your numbers stay current.
⚑
Sales development reps
Inbound prospects fill out your intake forms and wait hours while you manually copy details into your CRM, leading to delayed outreach and lost deals β€” automating both apps means every submission creates a CRM record instantly and you can call leads while they are still engaged.
πŸ“‹
Client success managers
You need to report on onboarding form completions and progress to stakeholders, but manual logging creates constant blind spots in your tracking β€” connecting these apps means every form response updates your records automatically and your status reports are always accurate.
πŸš€
High-volume operations leads
Your team processes hundreds of online form responses daily and cannot keep up with manual data entry without making costly errors β€” automating both apps means every submission is processed and routed instantly without human fatigue or manual mistakes.
🀝
Account executives
You depend on marketing teams to hand over form leads before you can begin your outreach process, causing frustrating delays in your pipeline β€” this integration means every new submission flows straight into your CRM queue without waiting for manual handoffs.
πŸ—‚οΈ
CRM administrators
Manual data entry from customer forms creates persistent gaps, duplicates, and missing fields in your customer history records β€” connecting these apps means every contact and deal is logged with complete accuracy every single time.
Our team

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Why choose Integrately to automate Jotform + Salesmate

Build and manage your Jotform + 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 Jotform + 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
Select Automation
Select a trigger from Google Sheets
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 Jotform to Salesmate?
Frequently Asked Questions
You can connect Jotform to Salesmate using 1-click automation or Integrately AI. It links your forms with Google Sheets, Slack, Gmail, and 1,500+ other apps instantly.
Can I automatically create Salesmate contacts from Jotform submissions?
Frequently Asked Questions
Can I connect Jotform, Salesmate, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Jotform and Salesmate?
Frequently Asked Questions
How does Jotform handle data transfer in this integration?
Frequently Asked Questions
Can Salesmate deals be updated automatically from form submissions?
Frequently Asked Questions
Do I need coding skills to automate Jotform and Salesmate?
Frequently Asked Questions
Is the Jotform and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect Jotform or Salesmate With 1500+ Other Apps

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