Integrate Salesmate.io with WHMCS

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

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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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

Want to explore Salesmate.io + WHMCS quick connects for faster integration? Here’s our list of the best Salesmate.io + WHMCS quick connects.

Explore quick connects

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Connect Salesmate.io + WHMCS in easier way

It's easy to connect Salesmate.io + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

  • Updated Invoice

    Trigger when invoice 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Salesmate.io & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

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

Integration of Salesmate.io and WHMCS

Salesmate.io

Salesmate.io is a software that connects to WHMCS and automatically imports the orders into the CRM. The module is developed in such a way that it can import orders and mark them as processed in WHMCS. Once the sales staff receives the order, they can create an invoice in Salesmate.io and send it directly to the customer. When the customer pays for the order, the payment is received by the system via payment provider. Once the payment is received, Salesmate.io will mark the order paid and update the invoice in WHMCS.

WHMCS

WHMCS is a hosting contrp panel which can be used to manage websites and billing for hosting, support etc. It allows you to manage a different set of features for a particular client and automate repetitive tasks. For example, you can configure WHMCS to auto-create a new client account when a new order is placed.

Integration of Salesmate.io and WHMCS

The integration of Salesmate.io and WHMCS is done through a plugin which comes with Business version of both products. The plugin tightly integrates both systems so that once an order is created in Salesmate, it gets marked as billed automatically in WHMCS. This way, your sales team does not have to check whether the order has been marked as billed or not.

Benefits of Integration of Salesmate.io and WHMCS

Integrating Salesmate.io and WHMCS has several benefits which include:

  • You can save time by automating repetitive tasks. Both systems are integrated together so that once an order is created in one system, it gets marked as billed in other system automatically. This way, you do not have to check whether the order has been marked as billed or not by your sales team.
  • You can reduce errors by automating repetitive tasks. Both systems are integrated together so that once an order is created in one system, it gets marked as billed in other system automatically. This way, you do not have to check whether the order has been marked as billed or not by your sales team.
  • You can sync all your data in real-time between WHMCS and Salesmate.io so that you never need to worry about losing your data. This way, if you lose your database, you do not have to worry about losing any data since you always have a backup of your data on our servers.

The process to integrate Salesmate.io and WHMCS 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am