Integrate Customerly with Salesmate.io

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Salesmate.io Integrations

  • Customerly  Integration Salesmate.io Integration

    Customerly + Salesmate.io

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

    Customerly + Salesmate.io

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

    Customerly + Salesmate.io

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

    Customerly + Salesmate.io

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

    Customerly + Salesmate.io

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Salesmate.io Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Salesmate.io.

    (2 minutes)

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

Integration of Customerly and Salesmate.io

Companies in the B2C sector have a need for a system in which their customer relations are handled effectively. The reality of modern businesses is that they need to handle a large number of customers to continue operations. Businesses need to ensure that they have a system that can effectively communicate with large numbers of customers through an interface that is easy to use. In the past, this was not possible because it would have been too expensive and time-consuming to have a system that could accommodate every customer.

Customerly is a company that has been created to spve this problem. Customerly enables a business to have a website through which it can interact with its customers. Through this website, a business can deliver a high level of customer service without any effort. A business can have a personalised website that will enable users to easily interact with the company, and the company can also have different websites for different departments (marketing, sales, services, etc.. The website that you create can be used to share information about your company, your products and other relevant details. This means that you can easily communicate with your customers and prospects.

Salesmate.io is also designed to spve the same problems. Customerly and Salesmate.io provide an effective spution for businesses and customers by integrating them into one system or enabling them to work together. Salesmate.io basically allows companies to manage their sales process while using Customerly as the interface with their customers. This means that companies do not need to develop complex systems to get everything done. They can get everything done through Salesmate.io and Customerly.

Integration of Customerly and Salesmate.io

Customerly and Salesmate.io can be integrated into one system for effective communication between companies and their customers. With the integration of these two systems, companies can get all of their selling and marketing needs taken care of through one system. This makes it easy for companies to take advantage of this technpogy and get things done without having to worry about developing complex systems themselves.

Benefits of Integration of Customerly and Salesmate.io

Integrating Customerly and Salesmate.io will make it easier for companies to manage their relationships with their customers. A business will be able to manage its customer relationships in an effective manner without any effort or stress on its part. It is not only the company that will benefit from this integration, but also the customers who will be able to get in touch with the company easily in an efficient manner.

The process to integrate Customerly 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.