SleekView for Salesmate Pro Integration: WP form deals & contacts as tables
Salesmate Pro Integration pushes form submissions and visitor activity to Salesmate via API and caches the synced records locally. SleekView reads that cache and exposes contacts, deals, and activity as filterable views inside WP Admin.
♾️ Lifetime License available
A working surface for Salesmate's WP cache
The Salesmate Pro Integration plugin captures WordPress form submissions and visitor sessions, then pushes them to Salesmate via REST. The integration keeps a local cache for gated-content checks and form mapping. That cache typically lives in salesmate_submissions with a JSON payload column, while configuration sits in wp_options. The plugin's bundled admin shows a settings panel and a submissions log without surfacing fields as columns.
SleekView reads salesmate_submissions directly. The agent samples the JSON payload and surfaces the actual keys: contact name, email, deal name, deal stage, deal value, owner, and the originating form. Those become typed columns. Filters combine form and stage and owner in one view, which the bundled log cannot do.
Edits are read-only by default since Salesmate is the source of truth. With write-through enabled, inline edits route through salesmate_pro_push so updates reach Salesmate via REST and the cache refreshes on the next sync tick.
Workflow
Turn the Salesmate cache into a workspace
Pick the cache
salesmate_submissions as the source and filter by record type: contact, deal, or activity. The agent samples the JSON payload and reports the field keys actually present.
Map typed columns
Scope per role
Edit with write-back
Sample columns
A typical Salesmate Pro deals view
salesmate_submissions filtered to deal-bearing rows and pivots the payload into Stage, Amount, and Owner columns.
salesmate_submissions + wp_options + wp_postmeta (form mappings)
| Deal | Contact | Stage | Amount | Owner | |
|---|---|---|---|---|---|
| Studio Co retainer | Alex Reiter | alex@studio.co | Won | $4,800 | Dennis |
| Design Lab pilot | Ria Patel | ria@design.io | Proposal | $1,200 | Sara |
| Hello Dev migration | Tom Bailey | tom@hello.dev | Negotiation | $3,400 | Dennis |
| Brew Coop trial | Mia Brewer | mia@brew.coop | Lost | $600 | Sara |
Comparison
Default Salesmate Pro admin vs SleekView
Default Salesmate Pro admin
- Plugin admin shows connection state and a submissions log, no record list
-
Cached JSON in
salesmate_submissionsis opaque, fields never become columns - No way to filter rows by form plus stage plus owner together
- Edits to deal stage or owner require switching to the Salesmate web app
- Custom field values in the payload are not searchable from WP Admin
SleekView
-
Read
salesmate_submissionsand pivot the payload into typed columns - Filter by form, stage, owner, amount, and last-sync window together
-
Inline-edit and push back through
salesmate_pro_push - Save per-role views for sales, marketing, and admin
-
Join form mappings from
wp_postmetaso each row carries its capture context
Features
What SleekView gives you for Salesmate Pro Integration
Deals with amount and stage
Pivot deal value, stage, and owner out of the cached payload. Pipeline triage stops being an export job from the Salesmate web app.
Contacts with capture source
Each contact row carries its source form and UTM context. Marketing sees which campaigns produced which deals without rebuilding reports.
Multi-condition filters
Combine stage, owner, and form filters in one view. The bundled submissions log offers no comparable filter combinations.
Audience
Who uses SleekView for Salesmate Pro Integration
Sales managers
A pipeline view over salesmate_submissions filtered to deals, grouped by stage, with amount sortable and owner inline. Forecast reviews stop requiring a second tool.
Marketing ops
A contacts view filtered by source form and UTM campaign. Saved daily views surface which campaigns produced qualified deals this week.
Admins on sync drift
A view sorted by last-sync timestamp surfaces rows that haven't refreshed. Combined with wp_options sync logs it shortens drift investigations to one screen.
The bigger picture
Why a passive cache hurts pipeline reviews
Integration plugins that push data out to a hosted CRM tend to treat the WordPress side as plumbing. The cache exists for gated-content checks and visitor scoring, not as a user-facing workspace. That trade-off costs the team a real screen as soon as pipeline volume grows.
A sales manager who wants to review this week's deals by stage has the data sitting in salesmate_submissions already, but no UI surfaces it. Marketing ops faces the same gap when checking which forms produced qualified pipeline. The cost compounds because each role context-switches to Salesmate's web app for routine triage.
SleekView reads the cache directly, pivots the payload into columns, and lets each team save scoped views. With write-through, edits reach Salesmate through the plugin's own REST client so the cache and the hosted record stay consistent. The result is a working WP-Admin layer over the same data, without any new API calls or duplicate auth.
Questions
Common questions about SleekView for Salesmate Pro Integration
No. SleekView reads the local cache the Salesmate Pro Integration already maintains. The API connection stays the plugin's responsibility, so there is no extra auth and no extra rate-limit pressure.
 
Yes, when write-through is enabled. Inline edits call salesmate_pro_push which routes through the plugin's existing REST client. Salesmate remains authoritative, the cache row is refreshed on the next sync tick.
Custom fields ride along in the cached payload. The agent samples recent rows, reports field keys actually in use, and you map them into typed columns once. Unused keys stay in the payload, unrendered.
 Yes. Build a tabbed page with one view over the deals slice of salesmate_submissions and one over the contacts slice. Both reuse the same cache table with different filters.
 If the plugin's activity-cache option is enabled, the activities sub-table can be joined as a per-contact view showing emails, calls, and tasks pulled from the cached payload.
 Yes for write-through, since SleekView calls the plugin's push filter. Read-only views work as long as the cache tables exist, even if the plugin is temporarily deactivated.
 
Cursor pagination over salesmate_submissions with an index on the last-sync column keeps views fast past hundreds of thousands of rows. Saved views further narrow the working set.
Any SleekView can be exported as CSV or JSON, scoped by email to satisfy subject-access requests. Deletion still flows through Salesmate's GDPR endpoint because Salesmate is the system of record.
 Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkoutBrowse more
- Woocommerce Customer Order Csv Export
- Woocommerce Product Variations Swatches
- Woocommerce Chronopost
- Woocommerce Aftership
- Woocommerce Snapchat Pixel
- Yith Woocommerce Gift Cards
- Woocommerce Additional Variation Images
- Woocommerce Shipping Multiple Addresses
- Yith Woocommerce Product Image Gallery Slider
- Checkoutwc
- Printful Integration
- Woocommerce Bambora
- Aelia Currencyswitcher
- Woocommerce Google Shopping
- Woocommerce Quickbooks Sync
- Subscriptio
- Wp Community
- Ultimatemember Real Time Notifications
- Memberpress Buddypress
- Magic Members Pro
- Memberful Wp
- Ultimate Membership Pro
- Ultimatemember Private Content
- Super Socializer
- Paid Membership Pro Pro
- Leaky Paywall
- User Meta Manager
- Premium Content Block
- Cimy User Extra Fields
- Wp Private Content Plus