Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.Paymo Integrations
It's easy to connect Salesmate.io + Paymo 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 client is created.
Triggers when a new client contact is created
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new report is created.
Triggers when a new task is created.
Triggers when a new task list is created.
Triggers when a new time entry is created.
Triggers when a task is updated.
Triggers when a time entry is updated.
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.
Creates a client.
Creates a expense.
Creates an invoice.
Creates a new project.
Creates a task.
Creates a task list.
Creates a time entry.
Salesmate.io is a SaaS platform catered towards sales teams. The platform is based on the Salesforce ecosystem, which is one of the leading enterprise resource planning software systems in the world. Salesmate.io has all the functionalities of Salesforce, with additional features like lead scoring, social selling, and more.
Paymo is a SaaS that allows businesses to connect their invoicing system, payment processing, and accounting through one platform. The purpose of Paymo is to save time and money for businesses by allowing them to do all of their operations on one platform.
Integrating Paymo and Salesmate.io will allow business owners to make invoicing easier than ever before. Additionally, the integration will allow users to save time doing manual data entry.
Some of the benefits of integrating Paymo and Salesmate.io include:
Easily creating invoices on new or existing products or services that are available on Paymo or Salesmate.io
Managing payments through Paymo’s payment gateway without having to manually enter data into Paymo
Managing customer information in one place using Salesmate.io’s CRM top
The integration between Salesmate.io and Paymo will allow users to save time by eliminating the need to manually enter data from one system to another. This integration will also allow users to create invoices even if they don’t have access to a full-blown CRM program like Salesmate.io offers.
In summary, integrating Salesmate.io and Paymo will help businesses save time and money by saving them from manually entering data from one system to another. Businesses will also be able to create invoices using a simple interface, even if they don’t have a fully functional CRM program like Salesmate.io offers. The integration between these two platforms will also allow users to manage customer data from one location, which will save time as well as frustration since all of the info will be in one place rather than spread out across multiple platforms.
The process to integrate Salesmate.io and Paymo 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.