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Integrate Google Docs with Salesmate.io

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

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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 Google Docs + Salesmate.io

  • Google Docs Integration Salesmate.io Integration

    Google Docs + Salesmate.io

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

    Google Docs + Salesmate.io

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

    Google Docs + Salesmate.io

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

    Google Docs + Salesmate.io

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

    Google Docs + Salesmate.io

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

    Google Docs + {{item.actionAppName}}

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

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

    Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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
  • 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 Google Docs & Salesmate.io Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to Salesmate.io.

    (2 minutes)

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

Integration of Google Docs and Salesmate.io

Google Docs is a web-based word processor that allows users to store and organize documents online. It can be accessed from any device with an Internet connection, including mobile devices. Google Docs includes a word processor, spreadsheet, presentation, drawing, form, and database programs. It also offers automatic back up of files, real-time cplaboration tops, and the ability to edit documents online or offline. Salesmate.io is a cloud-based sales CRM designed specifically for small businesses. It provides access to all important sales data in one central location. It is available on the web, tablet, and smartphone. The application enables users to create complex sales processes, track deals with ease, automate tasks, update contacts with relevant details, and send tailored emails with relevant information for each stage in the sales process. Salesmate.io also integrates with Google Drive in order to allow users to access Salesmate.io via the Google Chrome browser in addition to using its own interface.

Integration of Google Docs and Salesmate.io

Salesmate.io has recently launched its integration with Google Drive which gives users the ability to access all their sales data in Salesmate.io via Google Drive browser window in addition to using its own interface. Previously, users could view sales data through Salesmate’s interface only. Now, they will be able to access Salesmate’s data inside the Google Drive interface. This integration has created many benefits for both parties; however, it also has disadvantages that need to be considered before integrating the two applications.

Benefits of Integration of Google Docs and Salesmate.io

The main benefit of integration of Google Docs and Salesmate.io for both users of Salesmate and Google Drive is the ability to access all of their sales data in one place . Using these two applications together allows users to get rid of multiple spreadsheets and databases that they used to use to track deals, deals won, deals lost, deals pending, deals missed, deals abandoned, deals closed, deals lost because of competition etc. These two applications are also very user friendly which makes them easy to use for both experienced users and new users alike. Integration of Google Docs and Salesmate.io has made it easier for some users who were not using Salesmate before to start using Salesmate now because it makes it possible for them to access all of their data in one place on their computer or on their tablet or on their phone no matter where they are located. Integration of Google Docs and Salesmate.io has made it easier for some users who were not using Google Drive before to start using Google Drive now because it allows them to access all of their data at once without having to open multiple tabs or windows. Integration of Google Docs and Salesmate.io has made it easier for some users who were not using Salesmate before to start using Salesmate now because their clients will be able to see the progress made on their deals on their computer or on their phone at any time which makes it easier to close deals faster. Integration of Google Docs and Salesmate.io has made it easier for some users who were not using Google Drive before to start using Google Drive now because they will be able to share files between coworkers without having to email them or share them via Dropbox etc. Integration of Google Docs and Salesmate.io has allowed some users who were not using either application before to have access to both applications at the same time while remaining on the same page while working on their deals. Furthermore, users can write notes while reading files stored on both apps so that they do not have to switch between both apps while working on their deals or while tracking deals or while working on doing presentations for their clients or while preparing contracts for their clients etc. For example , if I am checking out a new client on my iPad which has no internet connection , I can check out this new client on my iPad by creating a new deal in Salesmate , saving this new deal in my google drive fpder , downloading this new deal in my google drive fpder onto my laptop , working on this new deal in my laptop , then editing the contract in my laptop , then sending this contract back to my iPad if I need more edits etc...

Disadvantages of Integration of Google Docs and Salesmate.io

There are also two main disadvantages of integration of Google Docs and Salesmate.io which are related to security issues . First disadvantage is related to the fact that by integrating these two applications , you are making your sales data less secure than before due to the fact that if someone hacks into your google drive account , he/she will also be able to access your sales data . Second disadvantage is related to the fact that if anyone deletes your google drive account even though you have integrated your salesmate account with your google drive account , you will lose all your sales contact information including your contact names , addresses , phone numbers , emails etc...

The process to integrate Google Docs 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.