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Salesmate Zapier integrationAutomate Salesmate with Zapier.

The Salesmate Zapier integration gives you 17 triggers, 16 actions and 16 searches to wire your CRM to the rest of your tools. Ten triggers fire instantly, it works on the free plan, and this page shows what each one does, costs and breaks.

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Overview

What the Salesmate Zapier integration actually does

It lets Zapier watch your Salesmate account and act on it without you. Something happens in the CRM (a contact appears, a deal changes, a user gets switched off) and Zapier runs the steps you defined. Or the reverse: an event elsewhere ends up as a contact, a deal or an activity in Salesmate.

Three results come up again and again. First, records that create themselves: Create Contact, Create Deal and Create Company turn a form answer or a signup into a clean CRM entry, so nobody retypes it. Second, a trail of notes: Add Note pins context onto the right deal or contact the moment something happens. Third, reactions to change: Update Deal and Update Contact are instant triggers, which is how you keep another tool in step with the CRM.

Now the limits. None of the 16 actions deletes anything, so cleanup stays manual. Every update action asks for the ID of the record to change, which means a search step in front of it most of the time. And the note triggers, like the user triggers, work on a timer, while the contact, company, deal, activity and custom module triggers are instant.

If you are still choosing a tool, the same app has its own pages for the Salesmate n8n integration and the Salesmate Make integration, with their own operation lists.

Vocabulary

Zapier words in one minute

Seven words come back on every line below. Here they are in plain English, once.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it to happen.
Action
What the Zap does after it starts: the step that writes, sends or changes something in an app on your behalf.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan counts nothing else.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is pushed by the app itself the moment the event happens.
Filter
A step that lets the Zap carry on only when what arrived matches a condition you set, and quietly stops it otherwise.
Search step
A step that looks up something already stored in an app, so the steps after it can reuse what it found.
Cost

What it really costs

Salesmate is not a premium app on Zapier, so it runs on the free plan. The bill is counted in tasks, not in triggers.

  • Premium appNo, works on the free plan
  • Free plan tasks100 per month
  • Free plan Zap size2 steps: one trigger, one action
  • Instant triggers10 of 17

The trigger never costs a task, and neither does Zapier checking for new data. Each action that succeeds is one task; one that fails is not counted. The free plan gives 100 tasks a month but only two-step Zaps: one trigger, one action. Add a filter, a search or a second action and you have a multi-step Zap, which needs a paid plan. Since every Salesmate update action wants a record ID, that search usually pushes you onto one.

Connect

Connect Salesmate to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Salesmate account linked once, then reused by every Zap that touches it.

  2. 02

    Pick Salesmate

    Type Salesmate in the search box of the dialog, select it, then click Add connection. You need an existing Salesmate account for this, plus access to any record you do not own and want the Zap to touch.

  3. 03

    Sign in and allow access

    A new tab opens on Salesmate. Sign in there and grant Zapier access to the account. Back in the editor, the connection shows up in the list and every Salesmate step can use it.

First Zap

Your first Zap: turn a qualified contact into a deal

GoalEach time a contact is created in Salesmate and meets your condition, open a deal for it.

  1. 01

    Create the Zap

    Click Create then Zap. In the trigger slot, pick Salesmate and the New Contact event, then choose your Salesmate connection.

  2. 02

    Test the trigger

    Run the test. Zapier pulls the three most recent contacts from your account, so you map the next steps on a real record rather than on a guess.

  3. 03

    Add the filter

    From the plus icon, add Filter. Pick a contact field, the rule and the value. Choose a text rule for text, a number rule for numbers, or it never passes.

  4. 04

    Add the action

    Add a step, choose Salesmate then Create Deal. Map the contact data from the trigger into the deal fields, and test the step to read what came back.

  5. 05

    Publish

    Click Publish. New Contact is instant, so the deal opens as soon as the contact is saved. The filter makes this a multi-step Zap, so it needs a paid plan.

Triggers

Salesmate triggers on Zapier

17 events start a Zap when something happens in Salesmate, and 10 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New User

Polling trigger

In Zapier“Triggers when a new user created.”

Starts the Zap when someone is added as a user on your Salesmate account. It is the hook for anything you do when a new teammate joins the sales team.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an ops manager who wants the new rep listed in the team roster and greeted with a welcome checklist the same day.
Watch out
this one is polling, so on the free plan the welcome can land a while after the account was created.
2

New De-Activated User

Polling trigger

In Zapier“Triggers when a user is de-activated.”

Reacts when a user account gets switched off in Salesmate. Think of it as your offboarding signal, coming straight from the CRM rather than from someone remembering to tell you.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a sales director who wants the leaver's open deals flagged for reassignment as soon as the account is closed.
Watch out
this trigger only tells you the account was switched off. Whatever you want done with the leaver's work is up to the steps you add after it.
3

New Activity

Instant trigger

In Zapier“Triggers when a new activity is created.”

Fires as soon as a new activity is created in Salesmate. Every activity the team plans in the CRM becomes a possible starting point.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an inside sales lead who wants each booked demo copied into the shared prep sheet the minute it is planned.
Watch out
it catches creations only. A rescheduled call goes through Update Activity, further down this list.
4

New Activity Note

Polling trigger

In Zapier“Triggers when a new activity note is created.”

Picks up the notes written on an activity, typically the debrief someone types after a call. That written trace is often the most useful thing a rep produces all day.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a coach who reviews call debriefs and wants each one sent to a review queue without opening the CRM.
Watch out
unlike New Activity, this trigger runs on a timer, so the two can arrive at different moments for the same call.
5

New Company

Instant trigger

In Zapier“Triggers when a new company is created.”

Starts when a company record is created in Salesmate. It is the account level of your CRM, the one that groups contacts and deals under one name.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a finance team that opens a customer file in its own tool the moment sales creates the account, before the first invoice.
Watch out
if another Zap creates companies in Salesmate, this trigger sees them too. Check you are not building a loop.
6

New Company Note

Polling trigger

In Zapier“Triggers when a new company note is created.”

Catches a note added to a company record. Account managers often put strategic remarks there, the kind that matter to more people than the author.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a key account manager who wants every note on a large customer posted to the account team's channel.
Watch out
a note added to a contact or a deal of that company does not count here. Each record type has its own note trigger.
7

New Contact

Instant trigger

In Zapier“Triggers when a new contact is created.”

The one Zapier highlights: it fires when a new contact is created in Salesmate. It is the natural starting point for anything that follows up on a new lead.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a growth marketer who wants each new lead added to the nurture list while the lead is still warm.
Watch out
after a bulk import, a trigger that suddenly returns a huge batch can be held back by Zapier's flood protection.
8

New Contact Note

Polling trigger

In Zapier“Triggers when a new contact note is created.”

Reacts to a note written on a contact. That is where reps tend to jot what a person said, what they want, what to avoid next time.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a support lead who wants sales notes on a customer copied into the helpdesk so agents see the same story.
Watch out
a Zap that answers with Add Note on that same contact will set itself off again. Write the reply somewhere else.
9

New Deal

Instant trigger

In Zapier“Triggers when a new deal is created.”

Fires when a deal is opened in Salesmate. A new deal is a new revenue opportunity, which makes this the natural start for anything that prepares the sale.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales engineer who wants a discovery note added to every new deal so the first call starts with the right questions.
Watch out
it reacts to creation only. Moves along the pipeline come through Update Deal instead.
10

New Deal Note

Polling trigger

In Zapier“Triggers when a new deal note is created.”

Catches the notes left on a deal. Negotiation details, objections, the name of the real decision maker: this is where they usually end up.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a revenue operations analyst who keeps a running log of deal notes outside the CRM for the weekly forecast review.
Watch out
on the free plan, a note written right before a meeting may reach the log after the meeting has started.
11

New Custom Module Record

Instant trigger

In Zapier“Triggers when a new record is created for custom selected module.”

Highlighted by Zapier: it starts when a record is created in one of your Salesmate custom modules, the ones your team built for things the standard modules do not cover.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a team that tracks partner referrals in a custom module and wants the partner manager alerted for each new one.
Watch out
Select Module is required. One Zap watches one module, so two modules mean two Zaps.
12

New Custom Module Record Note

Polling trigger

In Zapier“Triggers when a new note is created for selected custom module”

Watches the notes added on records of a custom module you choose. It brings the same note logic as contacts and deals to the parts of Salesmate you designed yourself.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a customer success team logging onboarding remarks on a custom project record and sharing them with delivery.
Watch out
Select Module is required here too, and the module has to exist in the connected account to show up.
13

Update Activity

Instant trigger

In Zapier“Triggers when a new activity update is found.”

Fires when an existing activity is updated in Salesmate. It follows the life of the activity, not its birth.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a team lead who wants the prep sheet to follow when a demo is rescheduled, instead of showing the old date.
Watch out
any edit counts. Add a filter if only one kind of change interests you, and remember it makes the Zap multi-step.
14

Update Company

Instant trigger

In Zapier“Triggers when a new company update is found.”

Sets off when Salesmate reports an update on an existing company record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a billing team whose customer file has to stay in step with the account details sales keeps fixing in the CRM.
Watch out
if the Zap then runs Update Company on the same record, it edits it again and triggers itself in a loop.
15

Update Contact

Instant trigger

In Zapier“Triggers when a new contact update is found.”

Reacts when an existing contact is updated in Salesmate, and the Zap sees it at once.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a marketer who wants segments in the emailing tool to follow what sales learns about each person.
Watch out
without a filter, every update it reports runs your actions, and each one that succeeds is a task.
16

Update Deal

Instant trigger

In Zapier“Triggers when a new deal update is found.”

Goes off when an existing deal is updated in Salesmate, so the Zap follows the deal after its creation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a founder who wants to hear about a deal the moment its value changes, without refreshing the pipeline view all day.
Watch out
it is not limited to one field. Pair it with a filter on the field you care about, and remember the filter makes the Zap multi-step.
17

Update Custom Module Record

Instant trigger

In Zapier“Triggers when a record is updated for selected custom module.”

Follows the edits made to records of the custom module you pick, as Zapier highlights it. It is the way to react to the life of your own Salesmate objects.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a partnerships team that updates referral records in a custom module and wants the partner told when theirs moves.
Watch out
Select Module is required, so plan one Zap per custom module you want to follow.
Actions

Salesmate actions on Zapier

Salesmate gives you 16 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Note for Custom Module

Action

In Zapier“Adds Note based on previous step.”

Does the same as Add Note, but on a record of a custom module: you pick the module in Select Module and give the Object Id.

When to use it
logging a delivery update on a custom project record so the account team sees it in Salesmate.
Watch out
both fields are required. Search Record can find the ID if the trigger does not carry it.
2

Add Note

Action

In Zapier“Adds Note based on previous step.”

Writes a note onto a Salesmate record. You tell it which module through Module Name and which record through Object Id, both required.

When to use it
attaching the text of a form answer or a support ticket to the matching contact or deal as context.
Watch out
without the record ID the note has nowhere to go, so a search step often sits in front.
3

Add New User

Action

In Zapier“Created new User, probably with input from previous step.”

Creates a user account in Salesmate from data passed by an earlier step, so a new hire gets CRM access without a manual setup.

When to use it
an HR tool that marks a new salesperson as hired and should open their Salesmate seat on the same day.
Watch out
test it once with a real hire before publishing, and check the user it created in Salesmate.
4

Create Activity

Action

In Zapier“Creates a new Activity, probably with input from previous steps.”

Schedules an activity in Salesmate, such as a follow-up call or a meeting, from data sent by another step.

When to use it
a booked appointment in your calendar tool that should show up as an activity on the rep's Salesmate agenda.
Watch out
this writes into the place New Activity watches. Do not chain the two on the same account.
5

Create Company

Action

In Zapier“Creates a new Company, probably with input from previous steps.”

Opens a new company record in Salesmate, so contacts and deals have an account to hang from.

When to use it
a signup form that asks for the company name and should open the account record the same moment.
Watch out
two signups from one company make two companies. Search or Create Company is the safer route.
6

Create Contact

Action

In Zapier“Creates a new Contact, probably with input from previous steps.”

The action Zapier highlights: it adds a person to Salesmate with the details mapped from the earlier steps.

When to use it
a webinar signup or a demo request that should become a CRM contact without anyone copying it over.
Watch out
it always creates. To avoid duplicates, use Search or Create Contact instead.
7

Create Deal

Action

In Zapier“Creates a new Deal, probably with input from previous steps.”

Puts a new opportunity into your Salesmate pipeline, filled with what the previous steps carried.

When to use it
a quote request on the website that should land in the pipeline as a deal, ready for a rep to pick up.
Watch out
if the deal must belong to an existing contact, find that contact with a search step first.
8

Create Custom Module Record

Action

In Zapier“Creates a new Custom Module Record, probably with input from previous steps.”

One of the two actions Zapier puts forward: it adds a record to one of your custom modules, for the objects your team modelled itself.

When to use it
a partner portal form that should create a referral record in your custom Referrals module.
Watch out
Select Module is required, so pick the module before mapping anything.
9

Random User

Action

In Zapier“Select a random user from active user”

Picks one user at random among the active users of your Salesmate account and hands it to the next steps.

When to use it
a simple round of lead distribution, where each new deal goes to whichever rep the draw names.
Watch out
random is not even. Over a short run one rep can get several in a row.
10

Update Activity

Action

In Zapier“Update Activity, probably with input from previous steps.”

Edits an activity that is already planned, found through the required Enter the Activity Id field.

When to use it
a meeting moved in the calendar tool that should move the matching Salesmate activity too.
Watch out
pairing it with the Update Activity trigger on the same account starts a loop.
11

Update Company

Action

In Zapier“Update Company, probably with input from previous steps.”

Edits a company that already exists in Salesmate, identified by Enter the Company Id, a required field.

When to use it
a billing system that changes a customer's status and should reflect it on the account record.
Watch out
the billing side rarely knows the Salesmate ID. Put Search Company in front to get it.
12

Update Contact

Action

In Zapier“Update Contact, probably with input from previous steps.”

Changes an existing Salesmate contact. The ID of the contact goes in Enter the Contact Id, which is required.

When to use it
a lead score from your marketing tool that should be written back on the contact each time it moves.
Watch out
feed it from Update Contact and it rewrites what set it off, an endless loop that eats tasks.
13

Update Custom Module Note

Action

In Zapier“Updates a note based on previous step.”

The custom module twin of Update Note: Select Module, Object Id and Note Id are all required.

When to use it
a project log on a custom record whose latest entry is edited from your delivery tool.
Watch out
none of the 16 searches is a note search, so the Note Id has to come from an earlier step.
14

Update Deal

Action

In Zapier“Update Deal, probably with input from previous steps.”

Modifies a deal in place. Enter the Deal Id is required, so the Zap must know which opportunity it is touching.

When to use it
a signed contract in an e-signature tool that should update the deal it belongs to straight away.
Watch out
the Zap changes whichever deal the ID points to. Test with a real record before publishing.
15

Update Note

Action

In Zapier“Updates a note based on previous step.”

Rewrites a note that already exists. It needs three required values: Module Name, Object Id and Note Id.

When to use it
a meeting summary that keeps being refined elsewhere and should replace the old version on the deal.
Watch out
three required values is a lot to carry. Run a test and read what came back before publishing.
16

Update Custom Module Record

Action

In Zapier“Update Record, probably with input from previous steps.”

Changes a record of a custom module. Two fields are required: Select Module and Enter the Record Id.

When to use it
a partner status changed in another tool that should be mirrored on the referral record in Salesmate.
Watch out
the record ID belongs to Salesmate. Search Record is how you get it from another app's data.
Searches

Salesmate searches on Zapier

16 search steps look for data that already exists in Salesmate, so a later step can use it.

A search step looks something up in Salesmate and passes it to the next step. In the editor, Salesmate searches sit at the bottom of the Action event list under SEARCH. Here, they matter more than usual: every update action needs an ID, and a search is how you get one. Whether a search wants an exact value or a close one is up to Salesmate.

1

Search for Total Rows in Activity

Search

In Zapier“Searches Total Rows in Activities”

A search on the Activity module whose label and description only speak of "Total Rows". Zapier does not say what it hands back, a count or the rows themselves.

When to use it
when you need what Search Activity does not give you, once a test has shown what this one returns.
Watch out
read the test output before mapping anything. Do not build a report on the guess that it is a count.
2

Search for Total Rows in Company

Search

In Zapier“Searches Total Rows in Company”

Searches "Total Rows" in the Company module, in the words of its own description. What comes back is not described by Zapier.

When to use it
after a test on your account, if the output is what your next step needs.
Watch out
it is a step like any other, so it makes the Zap multi-step.
3

Search for Total Rows in Contacts

Search

In Zapier“Searches Total Rows in Contacts”

The Contacts version of the "Total Rows" searches. The label says rows, not a number, and Zapier gives no more detail.

When to use it
for a specific person, Search Contact is the clear choice; keep this one for what a test shows it returns.
Watch out
test it first and read the fields it hands on before relying on them.
4

Search for Total Rows in Deal

Search

In Zapier“Searches Total Rows in Deal”

On the Deal module, the same "Total Rows" wording. Neither the label nor the description says whether you get a figure or the deals.

When to use it
once a test on a real account has shown you the output.
Watch out
to fetch one deal and its ID, Search Deal is the documented route.
5

Search for Total Rows of Selected Custom Module

Search

In Zapier“Searches Total Rows of Selected Custom Module”

The "Total Rows" search for a custom module, picked in Select Module, which is required. What it returns is not described.

When to use it
after a test has shown the output fits what you want from a referral module.
Watch out
one search, one module. Two modules take two steps.
6

Search Activity

Search

In Zapier“Finds an activity based on different fields”

Finds an existing activity from the fields you give it and returns it to the following steps, ID included.

When to use it
locating the planned call before Update Activity moves it to a new slot.
Watch out
if nothing matches, the default setting stops the Zap. Decide what should happen then.
7

Search Company

Search

In Zapier“Finds a company based on different fields”

Looks up a company in Salesmate from the fields you choose, so a later step can use its ID.

When to use it
matching a paid invoice to its account before Update Company changes the customer status.
Watch out
if several companies match, the multiple-results setting decides which one goes on.
8

Search Contact

Search

In Zapier“Finds a contact based on different fields”

Retrieves a contact already in Salesmate from the fields you set, ready to feed an update or a note.

When to use it
finding the person behind a support ticket so Add Note can attach the ticket to them.
Watch out
a search that finds nothing stops the Zap by default. Turn the setting on if that is normal.
9

Search Deal

Search

In Zapier“Finds a deal based on different fields”

Finds a deal from the values you pass and returns it, which gives you the Deal Id that updates need.

When to use it
catching the deal behind a signed contract before Update Deal marks it.
Watch out
a client with several open deals can match more than once; the first one wins by default.
10

Search Record

Search

In Zapier“Finds a Record based on different fields”

Searches a custom module, chosen in the required Select Module field, for a record that fits your values.

When to use it
fetching the referral record before Update Custom Module Record changes its status.
Watch out
point it at the wrong module and it finds nothing, quietly stopping the Zap.
11

Search or Create Activity

SearchFind or create

In Zapier“Search or create Activity , if activity does not exist.”

Looks for an activity and returns it. In the editor it also shows as Find or Create an Activity: the same search with the create box ticked, which adds the activity when none matches.

When to use it
making sure a follow-up exists without stacking duplicates.
Watch out
the create half needs its own fields filled.
12

Search or Create Company

SearchFind or create

In Zapier“Search or create Company, if does not exist. Optionally, create one if none are found.”

Finds a company, and with the create box ticked it opens one when the search comes back empty. The editor lists that variant as Find or Create a Company, but it is this same search.

When to use it
signup forms where the same company can come back many times.
Watch out
how close a match must be is up to Salesmate, so test with a real company name.
13

Search or Create Contact

SearchFind or create

In Zapier“Search or create Contact , if contact does not exist.”

Searches for a contact first and creates it only if missing. The line Find or create a contact in the editor is this search with the create box ticked, not a separate operation.

When to use it
lead capture from several sources where one person can sign up twice.
Watch out
fill the creation fields too, or the create half fails.
14

Search or Create Deal

SearchFind or create

In Zapier“Search or Create a deal , if deal does not exist.”

Returns the matching deal, or opens it when nothing matches and the create box is ticked. Find or Create a Deal in the editor is that same search, not one more operation.

When to use it
quote requests that may repeat for the same opportunity.
Watch out
the create half needs its own fields filled.
15

Search or Create Custom Module Record

SearchFind or create

In Zapier“Search or create custom module Record , if record does not exist.”

Finds a record in the custom module set in Select Module, or creates it with the box ticked. The editor calls that variant Find or Create a Record.

When to use it
partner referrals that may already be on file.
Watch out
Select Module is required, so one step covers one module.
16

Search User

Search

In Zapier“Find an User based on different fields.”

Finds a Salesmate user from the value given in Name, the one required field, and passes that user on.

When to use it
assigning work to a rep named in another tool, by finding their Salesmate user first.
Watch out
if several users match, the multiple-results setting decides which one goes on.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that relied on it. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Tick it and the search becomes a find-or-create: it drops the setting above and asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three exits when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a Salesmate Zap breaks

Zapier links no help article to Salesmate, so the traps below are the general ones. They are the ones that bite a CRM first.

With ten instant triggers watching records that the actions can also write, loops are the first thing to check. If a Zap stops for no clear reason, the Zapier troubleshooting guide walks through the usual checks.

  • The past is not picked up

    A Zap only reacts to what happens after you publish it. The contacts and deals already in Salesmate stay where they are; moving them is a separate job.

  • The Zap that sets itself off

    Update Contact as trigger plus Update Contact as action on the same record: each run edits the contact, which fires the Zap again and burns tasks.

  • Bulk imports get held back

    A trigger that suddenly returns a huge batch, after a bulk import or a migration, can be held back by Zapier's flood protection.

  • No duplicates on polling

    On the note and user triggers, Zapier remembers what it has already seen, so the same item never starts the Zap twice, even across checks.
Need help

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FAQ

Salesmate Zapier integration: your questions

01Is the Salesmate Zapier integration free?
Yes, as long as your Zaps stay simple. Salesmate is not a premium app, so it works on the free plan. That plan gives you 100 tasks a month and Zaps of two steps only, one trigger and one action. Add a filter, a search or a second action and you need a paid plan. Since every Salesmate update action asks for a record ID, which usually comes from a search step, many useful Salesmate Zaps end up on a paid plan.
02How many tasks does a Salesmate Zap use?
One per successful action, and nothing for the trigger. Zapier never bills the check for new data, however often it runs. A Zap that creates a contact and then adds a note uses two tasks each time it runs. An action that fails is not counted, and a Zap with three actions eats three times what a one-action Zap does. Watch the update triggers: without a filter, every update they report runs the actions, and each successful one is a task.
03Is it real time?
Ten of the 17 triggers are, and they ignore your plan. New Contact, New Company, New Deal, New Activity, New Custom Module Record and the five update triggers are instant: Salesmate tells Zapier the moment something happens. The four note triggers and the two user triggers are polling: Zapier checks every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. A Zap built on an instant trigger shows a lightning bolt in the editor.
04What does it take to connect a Salesmate account to Zapier?
A Salesmate account, plus access to any record you do not own and want the Zap to touch. In Zapier you open the Apps page, click + Add connection, search for Salesmate, then click Add connection and sign in to Salesmate in the tab that opens. Once you grant Zapier access, the connection is stored and every Salesmate step in every Zap can reuse it without asking again. The first time you test a trigger, Zapier brings back the three most recent items of that account, a quick way to check you linked the right one.
05Why does a Salesmate update action ask for an ID?
Because Salesmate needs to know exactly which record to change. Update Contact, Update Company, Update Deal and Update Activity each require the record ID, and the custom module and note updates ask for more. When the trigger does not carry that ID, put a search step in front: Search Contact, Search Deal or Search Record returns it. That search makes the Zap multi-step, so plan for a paid plan. Test it on a real record before you publish.
06What if the Salesmate operation needed is not in the list?
Then Zapier cannot do it with Salesmate today, and no setting will add it. Delete is the clearest gap: none of the 16 actions removes a record. The usual workarounds are to update a field instead, so a filter can ignore the record later, or to see whether another tool offers the missing step. The operations on this page are the ones the editor actually shows, read on the app page.
07Zapier, Make or n8n for Salesmate?
It depends on your criteria, not on a ranking. On Zapier, Salesmate runs on the free plan as long as one trigger and one action are enough. Make and n8n each have their own page for Salesmate with their own operation list, so check whether the step you want exists there. Compare the operations you need first, then the cost of the steps around them, since searches and filters weigh on the bill.
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