Integrate Salesmate.io with Zoho Connect

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

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Salesmate.io Integrations

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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best Salesmate.io and Zoho Connect Integrations

Salesmate.io + Zoho Connect
Create Private Event to Zoho Connect from New Contact in Salesmateio Read More...

Close

When this happens...

New Contact

Then do this...

Create Private Event
Salesmate.io + Zoho Connect
Create Feed to Zoho Connect from New Contact in Salesmateio Read More...

Close

When this happens...

New Contact

Then do this...

Create Feed
Salesmate.io + Zoho Connect
Invite User to Network in Zoho Connect when New Contact is created in Salesmateio Read More...

Close

When this happens...

New Contact

Then do this...

Invite User to Network
Salesmate.io + Zoho Connect
Create Private Task to Zoho Connect from New Contact in Salesmateio Read More...

Close

When this happens...

New Contact

Then do this...

Create Private Task
Salesmate.io + Zoho Connect
Create Event to Zoho Connect from New Contact in Salesmateio Read More...

Close

When this happens...

New Contact

Then do this...

Create Event
Salesmate.io + {{item.actionAppName}}
{{item.message}} Read More...

Close

When this happens...

{{item.triggerTitle}}

Then do this...

{{item.actionTitle}}

Connect Salesmate.io + Zoho Connect in easier way

It's easy to connect Salesmate.io + Zoho Connect 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 Event

Triggers when a new event is added.
New Feed

Triggers when a new status (Feed) is added.
New Group Member

Triggers when new member is added to a group.
New Mention

Triggers when you are mentioned in a status.
New Network Member

Triggers when new member is added to a network.
New Task

Triggers when a new task is added.

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.
Add Member to Group

Adds user to a group (invite and add, if the user is not a member of the network).
Create Event

Adds a new event in a specific group.
Create Feed

Adds a new status (Feed) in a specific group.
Create Private Event

Creates a private event.
Create Private Task

Adds a private task.
Create Task in Board

Adds a new task in a specific board.
Invite User to Network

Sends an invite to the user to join your network.

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

How Salesmate.io & Zoho Connect Integrations Work

Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Zoho Connect as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Salesmate.io to Zoho Connect.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesmate.io and Zoho Connect

Salesmate.io and Zoho Connect are automation platforms that help to integrate seamlessly, while also providing a variety of features and functionalities. Integration of Salesmate.io and Zoho Connect allows business process automation and data flow between back-end systems. Salesmate.io platform is used to manage sales and marketing activities of an organization, while Zoho Connect is used to integrate with various back-end applications.

Salesmate.io platform

Salesmate.io is a cloud-based, integrated platform for sales and marketing. It provides real-time data in a single dashboard for sales teams. The team can then use the data to take actionable decisions. Salesmate.io provides automated process automation, analytics, CRM integration, email management, cplaboration, reporting, and more.

Features:

Scheduling. Schedule appointments for your sales team

Set reminders for tasks to be completed by team members

Send email reminders before appointment times

Create customized calendars for different sales stages

Email management. Send out emails to multiple recipients from your custom email templates

Track email delivery and open rates

Cplaboration. Cplaborate with internal or external team members on tasks

Comment on sales pipeline activities

Plan events and meetings together through the calendar

Assemble team sales forecast using shared forecasts summary page

Analytics. Get deep insights into your sales pipeline activities and performance metrics through the analytics dashboard

View reports on key metrics like pipeline, revenue, pipeline velocity, win rate, etc.

Zoho Connect

Zoho Connect is a web portal that offers a self-service platform that lets customers connect their own applications to other web applications without the need for any IT assistance. It offers connector services for over 40 app integrations including Google, Salesforce, SAP, Twitter, Facebook and many more. With Zoho Connect, data can be transferred between back-end systems easily which improves efficiency in business processes. It simplifies the business process automation by letting users view data from both cloud apps at the same time. It also has workflows that allow users to customize their own automation rules with the use of conditions and actions.

The process to integrate Salesmate.io and Zoho Connect 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.