Salesmate.io + WHMCS Integrations
Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and WHMCS
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SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
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
WHMCS IntegrationsBest ways to Integrate Salesmate.io + WHMCS
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When this happens...
New Contact
Then do this...
Create Client
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When this happens...
New Contact
Then do this...
Create Invoice
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When this happens...
New Contact
Then do this...
Create Ticket
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When this happens...
New Company
Then do this...
Create Client
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When this happens...
New Company
Then do this...
Create Invoice
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Salesmate.io + WHMCS without coding knowledge. Start creating your own business flow.
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New Activity
Triggers when a new activity is created.
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New Company
Triggers when a New Company is created.
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New Contact
Triggers when a New Contact is created.
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New Deal
Triggers when a new Deal is created.
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New Client
Triggers whenever a new client occur.
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New Invoice
Trigger when new invoice created.
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New Or Updated Ticket
Triggers whenever a new or updated ticket created.
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New Order
Triggers whenever a new order created.
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Create Activity
Creates a new activity.
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Create Company
Creates a new company.
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Create Contact
Creates a New Contact
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Create Deal
Creates a new deals.
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Update Activity
Updates an existing activity.
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Update Company
Updates an existing company.
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Update Contact
Updates an existing contact.
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Update Deal
Updating an existing deal.
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Create Client
Creates a new client.
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Create Invoice
Creates a new invoice.
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Create Ticket
Creates a new ticket in WHMCS.
How Salesmate.io & WHMCS Integrations Work
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Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick WHMCS as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesmate.io to WHMCS.
(2 minutes)
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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.
