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.
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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.
Finds an Activity by Title, ID or Type.
Find a Company by Name, ID or Website.
Finds a Contact by Name, ID or Email.
Finds a Deal by Title, ID.
To integrate Salesmate at Appy Pie Connect, search and select the app from the app directory available at Connect. Now, select the service required and click the Continue button to move ahead with the integration.
Click Connect an Account and enter the Host Name, Access Key, Secret and Session Token for your registered Salesmate account in the popup form at Appy Pie Connect. Click Yes, Continue after providing complete details.
Note: To find the required details - Log in to your Salesmate account.
Click on the user icon on the top-right corner of the dashboard.
Click “Go To My Account” and click “Access Key” to find the required information.
Click Continue to reconfirm the integrated account of Salesmate at Appy Pie Connect.
For now, there is no common issue related to the integration of Salesmate at Appy Pie Connect.
Kindly contact our support team online to get more information.