Salesmate for Gravity Forms

Connect Gravity Forms to Salesmate

Effortlessly integrate Gravity Forms with Salesmate CRM to capture leads, create contacts, and manage deals directly from form submissions.

Create Feeds to Send Data

Create custom feeds in Gravity Forms to send submission data to Salesmate. Choose the module you want to target — such as Contacts, Companies, or Deals — and map form fields accordingly.

Supported Modules

This addon supports major Salesmate modules including:

• Contacts: Automatically add new leads or customers with name, email, phone, and other details.
• Companies: Create or associate companies with submitted form data.
• Deals: Generate new deals linked to contacts or companies based on form inputs.
• Activities: Log follow-up activities or tasks as part of your sales automation.

Advanced Field Mapping

Map any Gravity Forms field to Salesmate CRM fields, including custom fields, dropdowns, and dates, ensuring data flows accurately into your CRM.

Conditional Logic

Use Gravity Forms’ built-in conditional logic to send data to Salesmate only when specific criteria are met — like form type or selected service.

Manual or Automatic Submission

Choose between auto-sending data to Salesmate upon submission or manually sending selected entries from your Gravity Forms admin panel.

Logging & History

Access detailed logs for all Gravity Forms submissions. View successful entries, error messages, and re-send data as needed.

Error Alerts

Get notified via email if a submission fails to send to Salesmate, so you never miss out on important leads or sales activity.

CRM Synchronization

Keep Salesmate records updated automatically when changes are made to Gravity Forms entries, ensuring consistent and current CRM data.