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Salesmate.io + ClickUp Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesmate.io

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

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

ClickUp Integrations
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Best ways to Integrate Salesmate.io + ClickUp

  • Salesmate.io ClickUp

    Salesmate.io + ClickUp

    Post a Task Comment in ClickUp when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    ClickUp Post a Task Comment
  • Salesmate.io ClickUp

    Salesmate.io + ClickUp

    Create Folder to ClickUp from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    ClickUp Create Folder
  • Salesmate.io ClickUp

    Salesmate.io + ClickUp

    Create List to ClickUp from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    ClickUp Create List
  • Salesmate.io ClickUp

    Salesmate.io + ClickUp

    Create Task to ClickUp from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    ClickUp Create Task
  • Salesmate.io ClickUp

    Salesmate.io + ClickUp

    Create Subtask to ClickUp from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    ClickUp Create Subtask
  • Salesmate.io {{item.actionAppName}}

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    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.

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Salesmate.io & ClickUp Integrations Work

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

    (2 minutes)

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

Integration of Salesmate.io and ClickUp

Salesmate.io is an online sales CRM system which can be used to simplify the work of sales reps in their daily activities. It has many built-in tops like email marketing, lead generation, and access to Dropbox, Google Drive, and Salesforce. It also offers integration with all major cloud-based applications including Salesforce.com. This integration will be very useful for small companies who use Salesforce.com but don’t have sufficient funds to hire a dedicated sales rep or sales associate to use Salesforce. It also allows the sales team to be completely mobile. The best thing about Salesmate.io is that all of its features are provided at no cost for the first 10 users. The only actual cost is $14 per user per month after this free trial period.

ClickUp lets you create powerful workflows so your team can move projects forward without waiting on each other. Create tasks, assign due dates, set notifications, and share files with your team. With our simple interface, you’ll get the job done quickly and easily. Get on top of all your work from one screen with ClickUp!

Integration of Salesmate.io and ClickUp opens new avenues for small businesses to achieve more from their current resources.

Benefits of Integration of Salesmate.io and ClickUp:

  • Cloud-based software apps can be used by a single salesman at a time while Salesmate.io can be used by a larger number of people on a team without any limit on the number of users.
  • The use of Salesmate.io helps in increasing the productivity level of a team while using ClickUp increases efficiency of a team.
  • Using the two softwares together cuts down paperwork which is usually required in case of execution of manual processes.
  • A user gets access to tops from both the systems from a single interface if they have been integrated together.

The combination of Salesmate.io and ClickUp will benefit users because more efficient work can be achieved through a more efficient workflow process between them. Moreover, a user will only have to purchase one of these softwares instead of buying several others that do similar things to these two softwares combined. Integration of Salesmate.io with ClickUp is simple and easy and with it you can make the most out of the available resources within your organization without spending too much money on purchasing multiple cloud-based softwares for different processes.

The process to integrate Salesmate.io and ClickUp 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.