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Integrate Salesmate.io with PDFMonkey

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

  • No code
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  • Lightning Fast Setup
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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 PDFMonkey

PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.

PDFMonkey Integrations

Best ways to Integrate Salesmate.io + PDFMonkey

  • Salesmate.io Integration PDFMonkey Integration

    Salesmate.io + PDFMonkey

    Find Document in PDFMonkey when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    PDFMonkey Integration Find Document
  • Salesmate.io Integration PDFMonkey Integration

    Salesmate.io + PDFMonkey

    Generate Document in PDFMonkey when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    PDFMonkey Integration Generate Document
  • Salesmate.io Integration PDFMonkey Integration

    Salesmate.io + PDFMonkey

    Find Document in PDFMonkey when New Company is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    PDFMonkey Integration Find Document
  • Salesmate.io Integration PDFMonkey Integration

    Salesmate.io + PDFMonkey

    Generate Document in PDFMonkey when New Company is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    PDFMonkey Integration Generate Document
  • Salesmate.io Integration PDFMonkey Integration

    Salesmate.io + PDFMonkey

    Find Document in PDFMonkey when New Deal is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Deal
     
    Then do this...
    PDFMonkey Integration Find Document
  • 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 + PDFMonkey in easier way

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

  • Document Generated

    Triggers when a document's generation is complete and successful.

    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.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

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

How Salesmate.io & PDFMonkey 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 PDFMonkey 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 PDFMonkey.

    (2 minutes)

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

Integration of Salesmate.io and PDFMonkey

Salesmate.io?

SalesMate.io is a sales CRM platform that integrates with Google Apps and Salesforce. This software enables sales professionals to manage and track prospects and customers. It can be integrated with Adobe Acrobat (and other PDF apps. and Microsoft Word to edit and create PDFs and also email them directly from SalesMate. The software boasts features such as:

Automated fplow-up emails based on client activity

Screen sharing for appointments

Free Salesmate accounts for up to 5 users

Free PDFMonkey accounts for up to 5 users

PDFMonkey?

PDFMonkey is a free online top that allows you to convert any document into a PDF. You can upload your documents or download files straight from the web and convert them into PDFs. PDFMonkey’s features include:

A free account that allows you to create 5 PDFs per day. If you need more, there are paid plans available.

Convert any file into a PDF – Word docs, PowerPoint slides, Keynote slides, Excel spreadsheets, images, HTML pages, etc.

Add a password to your PDFs so your sensitive material isn’t easily accessible.

Integration of Salesmate.io and PDFMonkey

SalesMate.io has been integrated with PDFMonkey in order to allow users to send out marketing material in a more convenient manner. This integration gives SalesMate users the ability to automatically convert their PDFs into Word documents and email them out directly from SalesMate’s cloud-based CRM system. For example, if a SalesMate user creates a marketing flyer in Adobe InDesign and wants to send it out to a number of potential clients, he or she can quickly email it to those contacts without having to leave the SalesMate interface at all. With PDFMonkey, these files can be converted from InDesign documents into Word documents so they can be sent through SalesMate’s email system.

Benefits of Integration of Salesmate.io and PDFMonkey

The integration gives SalesMate users the ability to send out marketing materials – such as flyers – with ease via email, saving them time and money on printing and mailing costs. Additionally, it reduces the amount of data entry that sales professionals must do by allowing them to convert their Word or PDF files into Excel spreadsheets, which can then be imported into Salesmate. This saves time when entering data about new contacts because it eliminates manual reentry of information. Not only does this integration save time, but it also saves money by making the process of converting Word documents into PDFs less costly than printing out physical copies of documents for people to read.

The process to integrate Salesmate.io and PDFMonkey 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.