Sales teams thrive on speed, accuracy, and intelligence. Sales integrations are the critical connective tissue that transforms isolated tools into a powerful, unified ecosystem. By automating the flow of data between applications like Kissflow and core CRMs (Salesforce, Salesmate), organizations can eliminate manual data entry, accelerate the sales cycle, enrich customer profiles, and provide sales reps with the real-time information they need to close deals faster and serve customers better.
Connector profiles
Connector | Primary role in the sales ecosystem |
Salesforce | The enterprise-grade CRM platform of record, acting as the central hub for customer data, opportunities, and service cases. Integrations focus on feeding this central system with high-quality, real-time data from other business operations. |
Salesmate | A flexible and comprehensive CRM designed for sales teams to manage contacts, pipelines, and activities efficiently. Integrations often focus on automating rep activities and synchronizing data from various lead sources and internal processes. |
Integration patterns and use cases
This playbook is organized by common integration patterns that address key challenges in the sales process.
Note
All italicized text in the above scenarios represents sample data for reference.
Contact and company data synchronization
Goal: To maintain a single, accurate source of truth for all customer and company data across the organization.
Use case | Trigger (Source system) | Core logic (Kissflow) | Action (Target system) | Business impact |
Event lead capture | Staff submit badge scans via a Kissflow form. | Each form submission triggers the workflow. | Salesforce: Create a contact with name, email, and Event = Expo 2025 tag. | Instantly captures trade-show leads in the CRM, enabling faster follow-up. |
Billing risk alert | Finance marks a customer as Past-due. | The status change on the billing board triggers the workflow. | Salesforce: Update a Contact, setting Billing_Status__c to Delinquent. | Provides CSMs and reps with critical, real-time risk alerts directly on the contact record. |
Webinar lead capture | A webinar sign-up form is submitted in Kissflow. | The form submission converts into a workflow trigger. | Salesmate: Create a Contact with details and Lead Source = Webinar. | Automates the capture of marketing-qualified leads directly into the sales CRM. |
New supplier onboarding | Procurement approves a new supplier. | The approval step initiates the integration. | Salesmate: Create a Company with address, VAT, and industry data. | Centralizes supplier information, making it accessible for sales and procurement. |
Customer status update | A CSM marks Onboarding Complete. | The status change in the Kissflow app triggers the update. | Salesmate: Update a contact, setting Customer_Status to Active. | Keeps customer lifecycle status accurate, enabling context-aware sales plays. |
Credit limit sync | Finance changes a client's credit limit. | The value change in the finance app triggers the flow. | Salesmate: Update a company with the new credit limit value. | Ensures sales reps have the most current financial context when negotiating deals. |
Opportunity and deal management
Goal: To accelerate the sales pipeline by automating deal creation, progression, and data entry.
Use case | Trigger (Source system) | Core logic (Kissflow) | Action (Target system) | Business impact |
High-value B2B order | A wholesale order arrives via Shopify webhook. | Kissflow catches the webhook and processes the order data. | Salesforce: Create an opportunity with value, SKUs, and reseller info. | Automates the creation of sales opportunities from e-commerce channels, ensuring no deal is missed. |
Go live confirmation | A project manager checks off Go-live complete. | The checkbox action triggers the update workflow. | Salesforce: Update an opportunity, setting stage = Closed won. | Ensures the sales pipeline is instantly and accurately updated upon project completion. |
Wholesale quote-to-deal | An e-commerce Bulk quote form is approved. | Once the pricing approval step is complete, the flow proceeds. | Salesmate: Create a Deal with amount, close date, and pipeline set to Wholesale. | Streamlines the process from customer price request to formal deal creation in the pipeline. |
Project milestone update | An implementation project reaches 80% completion. | The progress tracker update triggers the automation. | Salesmate: Update a Deal, setting stage to Negotiation Won. | Provides real-time visibility into deal progression based on actual project milestones. |
Service and activity automation
Goal: To improve customer support responsiveness and ensure a complete record of all customer interactions.
Use case | Trigger (Source system) | Core logic (Kissflow) | Action (Target system) | Business impact |
IoT critical fault alert | An IoT sensor posts a fault message. | Kissflow receives the alert and initiates a high-priority workflow. | Salesforce: Create a Case with priority = High and device details. | Enables proactive customer support by automatically creating service cases from device alerts. |
Field tech report sync | A field techie logs a repair visit in a mobile app. | The mobile app submission updates the Kissflow item. | Salesforce: Update a Case status and attach the service report link. | Keeps the central support case updated with the latest field service information. |
Escalated ticket follow-up | A support ticket is escalated by an agent. | The escalation status in Kissflow triggers the automation. | Salesmate: Create an Activity (Call) assigned to the account manager. | Ensures critical support issues are handed off to the right person for follow-up. |
Activity status sync | Call outcome is logged in a Kissflow form. | The form submission triggers an update to the related record. | Salesmate: Update an Activity to Completed and syncs notes. | Closes the loop on follow-up tasks, ensuring a complete activity history in the CRM. |
Intelligent data retrieval and routing
Goal: To eliminate duplicate data entry and intelligently route information by looking up existing records before creating new ones.
Use case | Trigger (Source system) | Core logic (Kissflow) | Action (Target system) | Business impact |
Duplicate prevention | A rep types an email in a Call log form. | The integration step searches for the email address. If found, it auto-populates the form. | Salesmate: Find a contact | Saves rep time and prevents the creation of duplicate contacts. |
Intelligent document routing | A project-handover app receives a project code. | Kissflow searches for an open deal with the code. If found, it attaches a checklist. | Salesmate: Find a deal | Automates the attachment of relevant documents to the correct deal, improving handovers. |
Smart vendor onboarding | Kissflow captures a supplier's VAT number. | The workflow searches for a company with that VAT. It links if found, or creates if not. | Salesmate: Find a company | Creates a smarter onboarding process that avoids duplicate company records. |
Personalized daily agenda | A scheduled workflow runs each morning. | The workflow searches for all incomplete activities due today, grouped by sales rep. | Salesmate: Find an activity | Proactively delivers a daily to-do list to each rep via Slack, boosting productivity. |