Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.monday.com Integrations
Gmail + Salesmate.ioUpdate Contact in Salesmateio when New Attachment is created in Gmail Read More...
It's easy to connect Salesmate.io + monday.com 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 column value change in a specified Column.
Triggers when a new board is created.
Triggers when a new item is created in board.
Triggers when a new update is posted on a board.
Triggers when a new user is created.
Triggers when a specific column value changes in board.
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.
Archives a board.
Archive an item.
Change multiple columns value of an item.
Creates a board.
Create a new column in board.
Create a new group in board.
Create a new item in board.
Create a new update.
Delete a specific group from a board.
Delete an item from the board.
Upload File to Specific Column
Salesmate.io is a software-as-a-service (SaaS. business management platform for small and medium-sized businesses (SMBs. The SaaS model is used to develop the product, instead of the company owning or leasing software, renting access to it.
monday.com is the world’s first fully integrated sales automation system that combines real-time sales data with project management, business intelligence, and calendar tops. With monday.com, sales teams can see what they need to do at any time, track their activity, and cplaborate with their team to achieve better results.
In order to integrate the two programs more closely, I’d suggest some changes be made to each one. First of all, Salesmate should include more features, such as a CRM module. In addition, they should also add a way for clients to track their projects and communicate with their employees. The CRM module would be a good start for this feature list. Furthermore, Salesmate should make a way for clients to view a breakdown of their project’s total cost on a weekly basis. If a client has a project that is only partially completed, they must have the ability to continue tracking that project from within Salesmate without being forced to sign into monday.com or create another profile.
In addition, monday.com should allow its users to track their projects from inside Salesmate. In other words, if a client is using monday.com for their project management needs, they should have the ability to have both platforms communicate with one another so that they can keep track of their projects from either platform.
The benefits of integrating Salesmate with monday.com are as fplows. both clients and sales managers can now access sales information from sales managers in real time; sales managers will now be able to track their sales team’s progress on a per-project basis; and customers can now access their sales data from inside Salesmate as well as from inside monday.com. These changes will allow sales managers and customers to view their sales data from both platforms, which was previously impossible without the use of an extra application like Google Sheets or Excel. Furthermore, customers can now communicate with their sales team and sales managers through Salesmate without having to make use of email or phone calls; all messages sent by customers will be delivered directly into the inboxes of the sales team member(s. assigned to that client account.
The process to integrate Salesmate.io and monday.com 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.