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Salesmate.io + Google Docs Integrations

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

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

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.

About Google Docs

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
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Looking for the Google Docs Alternatives? Here is the list of top Google Docs Alternatives

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Best ways to Integrate Salesmate.io + Google Docs

  • Salesmate.io Salesmate.io

    Google Docs + Salesmate.io

    Create Contact to Salesmateio from New Document in Google Docs Read More...
    Close
    When this happens...
    Salesmate.io New Document
     
    Then do this...
    Salesmate.io Create Contact
  • Salesmate.io Salesmate.io

    Google Docs + Salesmate.io

    Create Company to Salesmateio from New Document in Google Docs Read More...
    Close
    When this happens...
    Salesmate.io New Document
     
    Then do this...
    Salesmate.io Create Company
  • Salesmate.io Salesmate.io

    Google Docs + Salesmate.io

    Create Deal to Salesmateio from New Document in Google Docs Read More...
    Close
    When this happens...
    Salesmate.io New Document
     
    Then do this...
    Salesmate.io Create Deal
  • Salesmate.io Salesmate.io

    Google Docs + Salesmate.io

    Create Activity to Salesmateio from New Document in Google Docs Read More...
    Close
    When this happens...
    Salesmate.io New Document
     
    Then do this...
    Salesmate.io Create Activity
  • Salesmate.io Salesmate.io

    Google Docs + Salesmate.io

    Update Contact in Salesmateio when New Document is created in Google Docs Read More...
    Close
    When this happens...
    Salesmate.io New Document
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Google Docs in easier way

It's easy to connect Salesmate.io + Google Docs 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 Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    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.

How Salesmate.io & Google Docs 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 Google Docs 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 Google Docs.

    (2 minutes)

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

Integration of Salesmate.io and Google Docs

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.

Integration of Salesmate.io and Google Docs

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!

Benefits of Integration of Salesmate.io and Google Docs

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.