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.
Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.Google Docs Integrations
Google Docs + Salesmate.ioCreate Contact to Salesmateio from New Document in Google Docs Read More...
Google Docs + Salesmate.ioCreate Company to Salesmateio from New Document in Google Docs Read More...
Google Docs + Salesmate.ioCreate Deal to Salesmateio from New Document in Google Docs Read More...
Google Docs + Salesmate.ioCreate Activity to Salesmateio from New Document in Google Docs Read More...
Google Docs + Salesmate.ioUpdate Contact in Salesmateio when New Document is created in Google Docs Read More...
It's easy to connect Salesmate.io + Google Docs without coding knowledge. Start creating your own business flow.
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.
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
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.
To start with, Salesmate.io is an amazing Google Docs integration platform that help salespeople use Google Docs to cplaborate with clients on sales proposals, quotes, calls, etc.
Salesmate.io allows users to create templates for both leads and clients using Google Docs templates. It also offers templates for leads, clients, content marketing, and more.
The templates are then connected with Gmail contacts, so that any time a contact sends an email you can see the template you have created for them. Once the template is open, you can simply fill in the information you have available, including their name, company name, email address, phone number, etc.
Now, let’s move on to the body.
Now that we know what they are, let’s look at how Salesmate.io integrates with Google Docs.
Google Docs allows users to create templates that can be shared with others or made private. These templates are used to create documents, spreadsheets, presentations, etc. The templates are useful because they allow users to save time by already having some of the information they need before they even open the document. They also help keep formatting consistent throughout all documents.
All you have to do is find the template you want to use and press “Create from Template” in the file menu. Then you can add your own information and get started!
Integration of Salesmate.io and Google Docs has several benefits for salespeople. For example:
Salespeople can use templates to create sales proposals and quotes for customers and send them via email (or directly from Salesmate. without having to start from scratch every time. This saves them time and helps them close more deals.
Salespeople can store all of their documents in one place and access them from anywhere — this is especially helpful when they travel and need important information while away from the office. With the Salesmate integration, they can access their files anytime and anywhere!
The process to integrate Salesmate.io and Google Docs 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.