Integrate Salesmate.io with monday.com

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

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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 monday.com

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

Best Salesmate.io and monday.com Integrations

  • Salesmate.io Integration Salesmate.io Integration

    Gmail + Salesmate.io

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

    Gmail + Salesmate.io

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

    Gmail + Salesmate.io

    Create Deal to Salesmateio from New Attachment in Gmail Read More...
    Close
    When this happens...
    Salesmate.io Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Salesmate.io Integration Salesmate.io Integration

    Gmail + Salesmate.io

    Create Activity to Salesmateio from New Attachment in Gmail Read More...
    Close
    When this happens...
    Salesmate.io Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Salesmate.io Integration Salesmate.io Integration

    Gmail + Salesmate.io

    Update Contact in Salesmateio when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Salesmate.io Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + monday.com in easier way

It's easy to connect Salesmate.io + monday.com 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.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    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.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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

How Salesmate.io & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Salesmate.io and monday.com

Salesmate.io?

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?

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.

Integration of Salesmate.io and monday.com

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.

Benefits of Integration of Salesmate.io and monday.com

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.