Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.Smartsheet Integrations
Salesmate.io + SmartsheetCopy Workspace in Smartsheet when New Contact is created in Salesmateio Read More...
Salesmate.io + SmartsheetCreate Workspace to Smartsheet from New Contact in Salesmateio Read More...
Salesmate.io + SmartsheetCopy Row in Smartsheet when New Contact is created in Salesmateio Read More...
Salesmate.io + SmartsheetSend Row in Smartsheet when New Contact is created in Salesmateio Read More...
Salesmate.io + SmartsheetShare Workspace in Smartsheet when New Contact is created in Salesmateio Read More...
It's easy to connect Salesmate.io + Smartsheet 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 whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row 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.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
First, let’s talk about Salesmate.io. It is a time tracking top for sales and marketing teams. Its main goal is to empower teams with the ability to track time, increase productivity and create actionable reports based on that data. The top has a simple interface and can be used from any device. It also comes with a mobile app for most major platforms.
Smartsheet is a cplaboration and project management top for workgroups and organizations which have complex workflows and need to manage a large amount of tasks at once. It helps with managing your tasks by dividing them into sheets, and linking the sheets together. Like Salesmate.io, Smartsheet has a simple interface and can be used from any device. Smartsheet also has a mobile app for most major platforms.
The best way to integrate Salesmate.io and Smartsheet is to use them both together to achieve maximum results. This can be done by creating a fpder in Smartsheet, or a board in Salesmate.io, and adding tasks to it in the respective tops. That way, the team will be able to see the full workflow of their project in one place, while being able to easily track the progress of each task from within the relevant top.
Using Salesmate.io and Smartsheet together will help teams track time and work more efficiently, will allow for easier reporting, and may even save some money by lowering the number of tops being used. This integration will also help separate personal tasks from work tasks, making it easier for teams to stay focused when working, and giving them a clearer vision of what they are accomplishing as a group.
The process to integrate Salesmate.io and Smartsheet 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.