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Integrate Salesmate.io with PDF4me

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and PDF4me

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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 PDF4me

PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.

PDF4me Integrations
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Best ways to Integrate Salesmate.io + PDF4me

  • Salesmate.io Integration PDF4me Integration

    Salesmate.io + PDF4me

    Rotate in PDF4me when New Contact is created in Salesmateio Read More...
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    ConvertToPdf in PDF4me when New Contact is created in Salesmateio Read More...
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    Salesmate.io + PDF4me

    Protect in PDF4me when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration PDF4me Integration

    Salesmate.io + PDF4me

    Stamp in PDF4me when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration PDF4me Integration

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    PdfA in PDF4me when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

    {{item.message}} Read More...
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesmate.io + PDF4me in easier way

It's easy to connect Salesmate.io + PDF4me 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.

    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.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

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

How Salesmate.io & PDF4me 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 PDF4me 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 PDF4me.

    (2 minutes)

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

Integration of Salesmate.io and PDF4me

Salesmate.io?

Salesmate.io is a platform which helps organizations in connecting with new customers and provides a platform for sales representatives to manage their tasks on the go. The system has been designed to provide an easy to use interface for sales reps and help them in their day to day activities. The system allows them to track their clients and view the status of each of them just by logging into their account. The system integrates features such as CRM, project management, time tracking, invoicing and many more.

PDF4me?

The PDF4me is a great top which allows you to create PDFs from any kind of documents. It is a very useful top which works on iPhone, Android and Windows 8 devices. You can easily create PDFs from any kind of document or website using this top. The application also has a powerful OCR feature which makes it easy for you to capture content from documents easily.

Integration of Salesmate.io and PDF4me

Salesmate.io is designed in such a way that it is compatible with multiple kinds of tops. A perfect example of this is its integration with PDF4me. PDF4me is a top which allows users to create PDFs from any kind of document or website. Using this top, you can easily create and share PDFs from your mobile devices without much trouble. It is a very handy top which allows you to convert documents into PDFs and also add text annotations to them for better clarity. A person who might be looking at your PDF would be able to read through it in a very clear manner and will not have to deal with any kind of problem while reading it.

The fplowing diagram shows how Salesmate.io and PDF4me can be used together:

Benefits of Integration of Salesmate.io and PDF4me

Integration of Salesmate.io and PDF4me together is beneficial in the fplowing ways:

It helps in creating and sharing user-friendly PDFs from various forms of documents, webpages and even pictures; It reduces the effort required for doing simple tasks such as creating and sharing PDFs; It saves lots of time since the creation and sharing of the PDFs does not require any kind of technical knowledge; It is compatible with almost all kinds of mobile devices; It comes with advanced features such as OCR, annotations, handwriting recognition etc.; It allows you to convert various types of documents into one single PDF file; It has advanced search functionality which allows you to find the relevant information quickly; It allows you to share your files easily with other people who are using the same software; It comes with extra features like automatic data backup, encryption, emailing options etc.; It allows you to make changes in your PDFs at any given moment without much trouble; It allows you to access your documents anywhere, anytime; It has many other useful features which are liked by various people.

The process to integrate Salesmate.io and PDF4me 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.