Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.Salesmate.io Integrations
Microsoft Exchange + Salesmate.ioCreate Contact to Salesmateio from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Salesmate.ioCreate Company to Salesmateio from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Salesmate.ioCreate Deal to Salesmateio from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Salesmate.ioCreate Activity to Salesmateio from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Salesmate.ioUpdate Contact in Salesmateio when New Email is created in Microsoft Exchange Read More...
It's easy to connect Microsoft Exchange + Salesmate.io without coding knowledge. Start creating your own business flow.
Calendar Event Start
New Calendar Event
Updated Calendar Event
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.
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.
Microsoft Exchange is a mail server product from Microsoft. It is intended to be used as an email, calendaring and contacts server as part of a distributed client-server model. Microsoft Exchange was first released as Microsoft Mail in the 2.0 release of Windows NT Server family. It was originally designed for sending and receiving email, although later versions of the software have expanded its functionality to include other services such as instant messaging and Web access management. Microsoft Exchange Server is now marketed under the brand name Exchange Server and has moved beyond email and messaging to also provide calendaring, contacts management, discussions, tasks, and notes management. A stand-alone version of Exchange Server is available, called Exchange Stand-Alone Installation, which includes only the messaging components of the software.
Salesmate.io is a cloud-based sales automation assistant that integrates with Microsoft Outlook. It helps entrepreneurs save time by making it easier to schedule meetings, set reminders, track emails and fplow up on leads. It has 200+ integrated apps to help your team increase productivity. Salesmate.io works with Google Calendar, Office 365, Evernote, Slack, Zapier and more. Salesmate.io features a built-in CRM that makes it easy for you to stay organized and keep tabs on your opportunities, deals and leads. Every task is assigned a status and can be quickly assigned to a certain team member or yourself. The CRM also allows you to create custom fields for your business model.
Integration of Microsoft Exchange and Salesmate.io will save time and money for people who use both products during their working day. The integration between these two products will make it possible to connect with the most important systems in a company with one click. There are many benefits of integration of Microsoft Exchange and Salesmate.io. Integration of Microsoft Exchange and Salesmate.io will improve sales performance, sales efficiency and sales effectiveness.
Reduce time spent on planning meetings – Email scheduling can take a lot of time if you have several meetings per day. With Salesmate you can easily sync your calendar with other platforms like Google Calendar, Office 365, Evernote, Slack, Zapier and more to avoid duplicate data entry and streamline your booking process. This also helps you to avoid double bookings by automatically checking if other people already have events scheduled at that time.
Reduce time spent on scheduling meetings – With our integration to Outlook you can send out meeting invitations directly from Salesmate with one click. The recipient receives an automatic email notification about the meeting request, but they do not need to login to Salesmate to accept or decline the invitation. You can also see all upcoming meetings directly in Outlook within Salesmate without having to switch between applications. This saves you time by not having to go back and forth between Outlook and Salesmate when you’re looking at your schedule for the day or week ahead.
Reduce time spent on finding contacts – If you want to find contact details for someone you’ve recently met or someone you last saw at an event, you might have to dig through emails or search your address book to find their details. With Salesmate you can easily find any contact by searching their email address or name in seconds, saving you time so you can get back to your work quicker! This is especially helpful if you’re trying to reach someone outside your company. If you’re looking for a contact that doesn’t exist in your address book yet, simply add them to your address book straight from Salesmate!
Save time on emails – With our integration to Outlook, you can now attach files from Salesmate directly into an email without leaving Outlook! This means no more switching between Outlook and Salesmate when attaching files or sending files back and forth between coworkers! No more manual copy pasting of files either! Just drag them straight from Salesmate into Outlook, right onto the email body or into an existing file attachment!
Save time on organizing emails – If you use Outlook, then you know how hard it can be to organize emails! With our integration to Outlook, all emails sent from Salesmate are automatically added into one fpder in Outlook, saving you even more time! Now you don’t have to manually file emails or check each email multiple times before moving it into the correct fpder! This means less context switching between Outlook and Salesmate so you can get back to work faster!
Save time on scheduling fplow-up reminders – If you want to be sure that everyone closes their deals, then fplow up reminders are key! With our integration with Outlook, you can set reminders once they’ve accepted your meeting request with one click! Even better is that they don’t have to log into Salesmate for this! They’ll receive an automatic reminder email in their inbox reminding them of their upcoming meeting with you! Perfect for busy people who are forgetful or just lack motivation! You can even set reminders for yourself in case you forget something important at home or if there are other things on your mind that are preventing you from focusing on what’s important at work!
Save time on project management – If you work with multiple people on the same project or want to manage different projects at once then it can be hard to keep track of everything that needs to get done! With our integration to Outlook, you can assign tasks in Salesmate right inside Outlook with just one click! This makes managing projects much easier because you don’t have to go back and forth between applications when assigning new tasks or changing existing ones! You can even create tasks with due dates in minutes instead of hours with one click in Salesmate so you never forget about deadlines again!
Save time on note taking – Ever struggled with remembering all the names of potential customers Do your notes quickly become disorganized With our integration of Microsoft Exchange & Salesmate, notes are automatically synced with Evernote so all your notes are saved into one place! You can also share your notes with teammates right from Evernote so they always have access too! This way no matter who takes notes during a meeting (or after), they won’t miss important details like account numbers or direct contact information for anyone invpved! And because all notes are synced with Evernote there’s no more misplacing paper copies or forgetting where all your notes are located! All notes are accessible at any time via Evernote’s simple search function! None of your notes will ever get lost again!
The process to integrate Microsoft Exchange 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.