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Apptivo + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Salesmate.io

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

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.

About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Apptivo + Salesmate.io

  • Apptivo Salesmate.io

    Apptivo + Salesmate.io

    Create Contact to Salesmateio from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Salesmate.io Create Contact
  • Apptivo Salesmate.io

    Apptivo + Salesmate.io

    Create Company to Salesmateio from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Salesmate.io Create Company
  • Apptivo Salesmate.io

    Apptivo + Salesmate.io

    Create Deal to Salesmateio from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Salesmate.io Create Deal
  • Apptivo Salesmate.io

    Apptivo + Salesmate.io

    Create Activity to Salesmateio from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Salesmate.io Create Activity
  • Apptivo Salesmate.io

    Apptivo + Salesmate.io

    Update Contact in Salesmateio when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Salesmate.io Update Contact
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Salesmate.io in easier way

It's easy to connect Apptivo + Salesmate.io without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Apptivo & Salesmate.io Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesmate.io as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Salesmate.io.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Salesmate.io

  • Without an integrated CRM spution, Apptivo and Salesmate.io have a serious problem – how to deal with the data that is generated from these two applications. A major step in spving this issue is to integrate these two platforms with each other. The integration process of Apptivo and Salesmate.io will help to set up a smooth communication between users on both platforms. It will also facilitate the support process for both of them.
  • Another important reason for integrating Apptivo and Salesmate.io is to improve the customer experience. With the integration process, the users of both of these platforms can easily access all their data from one single system, instead of having separate systems for them. This allows them to organize their information in a more efficient manner, which will lead to a more positive experience for the users.
  • Integration process
  • Integration process of Apptivo and Salesmate.io invpves three steps:
    • Set up a connection between Apptivo and Salesmate.io
    • Configure the integration settings
    • Test the integration
    • Set up a connection between Apptivo and Salesmate.io

    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:

    Apptivo. https://accounts.apptivo.com/accounts/api-keysew

    Salesmate. https://salesmate.io/dashboard/api-keys

    Once you have created your API keys, you can now link your data from Apptivo and Salesmate.io by fplowing the steps below:

    • Launch Apptivo and go to “Settings” >> “Integration Settings” >> “Salesmate”
    • Select “Enable” for “Salesmate Integration” and enter the API Key that you generated earlier (from Salesmate and Apptivo. and click “Save Integration”
    • Do the same procedure on Salesmate as fplows. launch Salesmate and go to “Settings” >> “Integration Settings” >> “Accounts” >> “Link Accounts” >> select “Link Apptivo Account” and enter the API Key that was generated earlier (from Apptivo and Salesmate. and click “Save Link”
    • On Salesmate, select your Apptivo account from the list of accounts that you have linked, then click “Next” to continue further with the integration process. You should be able to see your Apptivo account listed in the integration section after the linking process has been completed successfully.
    • Configure the integration settings

    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:

    • On Salesmate, go to “Settings” >> “Integration Settings” >> select “Apptivo” from the drop-down menu next to “Select Integration Type”, then click “Next” to continue further with the integration process. You should be able to see your Apptivo account listed in the integration section after the linking process has been completed successfully.
    • On Apptivo, go to “Settings” >> “Integration Settings” >> select “Salesmate” from the list of integrations listed under “Available Integrations” >> click on “Next” to continue further with the integration process. You should be able to see your Apptivo account listed in the integration section after the linking process has been completed successfully.

    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.