Salesmate

Follow the below steps to connect to the Salesmate API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Salesmate as the Integration Provider.

Step 2. Connect to the Salesmate API

1. Go to Salesmate and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select My Account.
3. In the left-hand sidebar, click on Access Key.
4. Copy the Session Key / Session Token from Salesmate and paste in the API Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.