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Integrate Salesmate.io with Salesforce

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Salesmate.io + Salesforce

  • Salesmate.io Integration Salesforce Integration

    Salesmate.io + Salesforce

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

    Salesmate.io + Salesforce

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

    Salesmate.io + Salesforce

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

    Salesmate.io + Salesforce

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

    Salesmate.io + Salesforce

    Update Custom Object in Salesforce when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

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

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How Salesmate.io & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Salesmate.io and Salesforce

Salesmate.io is a software that connects Salesforce to various other applications. It is used for importing relevant data from various other applications to the relevant fields in Salesforce. It does this by integrating with other software through API‘s or other means. The integration of Salesmate.io and Salesforce makes it easier to manage the sales pipeline. This also allows managers to have better contrp over their team’s activities. This software is especially useful for companies who are using Salesforce but are not using any other software for sales pipeline management.

Integration of Salesmate.io and Salesforce

Salesmate.io gives managers the ability to integrate the data from their other applications into Salesforce. This integration makes it easier for managers to keep track of their team’s activities. It allows them to have better contrp over their team’s activities. This is because they can see all tasks that their employees are working on, as well as the status of those tasks. This allows them to know exactly what each employee is doing. It also enables them to set deadlines and monitor employees’ progress more efficiently.

Benefits of Integration of Salesmate.io and Salesforce

The integration of Salesmate.io and Salesforce has many benefits for sales teams. One benefit is that it allows sales managers to see the sales activity of their team members at a single glance. They can quickly know whether an employee is meeting his goals and whether he needs any help in completing a certain task. Another benefit is that it allows sales managers to monitor their employees’ progress more easily. If they notice that an employee is stuck with a certain task, then they can provide him with assistance more easily than before. Another benefit is that it helps sales managers prevent any mistakes from happening. For instance, if a manager sets a deadline for a particular task, and notices that the task hasn’t been completed by the deadline, then he can contact the employee and find out why he hasn’t completed the task yet, and offer assistance if necessary. This helps ensure that no mistakes occur and every task gets done on time without delay.

In conclusion, the integration of Salesmate.io and Salesforce has many advantages. It allows managers to see what their team is working on at a glance, as well as the status of those tasks. It also allows them to check whether or not tasks have been completed by a particular deadline, as well as offering assistance if an employee needs help with a task. Overall, the integration of Salesmate.io and Salesforce has many advantages for sales teams, and can make a big difference for a business.

The process to integrate Salesmate.io and Salesforce 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.