Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
Apptivo + Salesmate.ioUpdate Contact in Salesmateio when New Lead is created in apptivo Read More...
It's easy to connect Apptivo + Salesmate.io without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
In order to set up a connection between Apptivo and Salesmate.io, first, you need to create an API key on Apptivo and Salesmate.io, then log in to your account on both platforms and fplow the instructions below:
Once you have created your API keys, you can now link your data from Apptivo and Salesmate.io by fplowing the steps below:
After linking your accounts, you are required to configure your integration settings so that it can work properly without any issues. You can do this by fplowing the steps below:
The process to integrate Apptivo and Salesmate.io may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.