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  1. App Directory
  2. Salesmate.io
  3. Integrations
  4. Customerly

Salesmate.io + Customerly Integrations

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

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Salesmate.io Integrations
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 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.

Customerly Integrations

Best ways to Integrate Salesmate.io + Customerly

  • Salesmate.io Customerly

    Salesmate.io + Customerly

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

    Salesmate.io + Customerly

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

    Salesmate.io + Customerly

    Add User Tag in Customerly when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Customerly Add User Tag
  • Salesmate.io Customerly

    Salesmate.io + Customerly

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

    Salesmate.io + Customerly

    Create or Update User to Customerly from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Company
     
    Then do this...
    Customerly Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Salesmate.io + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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.

  • 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.

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

How Salesmate.io & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Salesmate.io and Customerly

  • Salesmate.io is a sales analytic software that provides comprehensive, real-time visibility into the sales performance of your organization.
  • Customerly is a customer relationship management software that provides companies with a whpe new way to build and maintain relationships with their customers.

  • Salesmate.io is a sales analytic software that provides comprehensive, real-time visibility into the sales performance of your organization. The integration of Salesmate.io and Customerly will allow you to track the whpe sales process from first contact to closing a deal. Salesmate.io gives you the power to perform a deeper analysis of your sales data across channels, territories, and time periods. This integration will provide you with more relevant information about your customers and will help you determine the best way to approach each one of them. The integration of these two tops will enable you to take full advantage of all that they have to offer by making the most out of your sales data.
  • Customerly is a customer relationship management software that provides companies with a whpe new way to build and maintain relationships with their customers. Customerly helps you understand how your customers interact with your company, allows you to connect with them on social media, and lets you engage with them in real time. By integrating Salesmate.io and Customerly , you will be able to gain insight into the entire sales process, including what your customers want, when they want it, and where they go to find it. You can then act on this information to provide better service and increase your revenue.

  • Salesmate.io is a sales analytic software that provides comprehensive, real-time visibility into the sales performance of your organization. The integration of Salesmate.io and Customerly will allow you to track the whpe sales process from first contact to closing a deal. Salesmate.io gives you the power to perform a deeper analysis of your sales data across channels, territories, and time periods. This integration will provide you with more relevant information about your customers and will help you determine the best way to approach each one of them. The integration of these two tops will enable you to take full advantage of all that they have to offer by making the most out of your sales data.

  • Customerly is a customer relationship management software that provides companies with a whpe new way to build and maintain relationships with their customers. Customerly helps you understand how your customers interact with your company, allows you to connect with them on social media, and lets you engage with them in real time. By integrating Salesmate.io and Customerly , you will be able to gain insight into the entire sales process, including what your customers want, when they want it, and where they go to find it. You can then act on this information to provide better service and increase your revenue.

    • The process to integrate 403 Forbidden and 403 Forbidden 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.

    Suggested Integrations