Integrate Salesmate.io with Freshsales

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

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best Salesmate.io and Freshsales Integrations

  • Salesmate.io Integration Freshsales Integration

    Salesmate.io + Freshsales

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

    Salesmate.io + Freshsales

    Update Lead in Freshsales when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Freshsales Integration Update Lead
  • Salesmate.io Integration Freshsales Integration

    Salesmate.io + Freshsales

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

    Salesmate.io + Freshsales

    Update Lead in Freshsales when New Company is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Freshsales Integration Update Lead
  • Salesmate.io Integration Freshsales Integration

    Salesmate.io + Freshsales

    Create Lead to Freshsales from New Deal in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Deal
     
    Then do this...
    Freshsales Integration Create Lead
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

It's easy to connect Salesmate.io + Freshsales 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 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.

    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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

How Salesmate.io & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Salesmate.io and Freshsales

Salesmate.io is an automated, customer relationship management software that helps sales people increase their sales performance by doing some of the work for them. It was developed by Salesmate, a prominent technpogy company that has some of the best sales people in its team. This software can be used by sales people for sales calls, sales opportunities, sales reports, sales forecasting, sales scoring, sales pipeline, etc. It can be integrated with Freshsales for live chat functionality.

Freshsales is a customer relationship management software for salespeople. It can be integrated with Salesmate.io for live chat functionality. The integration of Salesmate.io and Freshsales allows salespeople to get real-time alerts on updates in the CRM software of Salesmate.io. It also allows them to do some actions directly from the CRM software of Salesmate.io, without leaving Freshsales.

As mentioned above, this integration allows sales people to update their CRM software directly from the Freshsales platform. It also allows them to take some specific actions in the CRM software of Salesmate.io directly from Freshsales. Thus, the sales people get real-time updates on what is happening in the CRM software of Salesmate.io right from their Outlook email account. They can also accept or reject opportunities directly from Freshsales by clicking on the appropriate buttons or links provided by Salesmate.io and Freshsales for such actions. They can accept the opportunity as well as make notes regarding it, all from Freshsales.

Salesmate.io and Freshsales also allow sales people to stay in touch with the clients through live chat functionality provided by Freshsales. As soon as a fresh chat window opens up in Freshsales, the CRM software of Salesmate will automatically provide the relevant information and data about the client and his requirement (if any. This information and data can help the sales person to engage more effectively with the client through live chat. He can also use the chat window to keep track of the conversation and take action accordingly.

This integration of Salesmate.io and Freshsales is beneficial to both these tops as well as to their users – sales people who use these tops for their day-to-day work. It helps them to save time and effort, and yet remain effective and efficient. They can stay in touch with their clients and prospects 24×7 using this integration and yet not miss out on anything important that might be happening in their CRM software of Salesmate.io. They can also stay focused on their work without being distracted by any other task or interruption.

The process to integrate Salesmate.io and Freshsales 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.