Integrate Salesmate.io with Zoho Connect
Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Zoho Connect
- No code
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- Lightning Fast Setup
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 IntegrationsBest ways to Integrate Salesmate.io + Zoho Connect
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Salesmate.io + Zoho Connect
Create Private Event to Zoho Connect from New Contact in Salesmateio Read More...When this happens...
New Contact
Then do this...
Create Private Event
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Salesmate.io + Zoho Connect
Create Feed to Zoho Connect from New Contact in Salesmateio Read More...When this happens...
New Contact
Then do this...
Create Feed
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Salesmate.io + Zoho Connect
Invite User to Network in Zoho Connect when New Contact is created in Salesmateio Read More...When this happens...
New Contact
Then do this...
Invite User to Network
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Salesmate.io + Zoho Connect
Create Private Task to Zoho Connect from New Contact in Salesmateio Read More...When this happens...
New Contact
Then do this...
Create Private Task
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Salesmate.io + Zoho Connect
Create Event to Zoho Connect from New Contact in Salesmateio Read More...When this happens...
New Contact
Then do this...
Create Event
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Salesmate.io + Zoho Connect 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 Event
Triggers when a new event is added.
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New Feed
Triggers when a new status (Feed) is added.
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New Group Member
Triggers when new member is added to a group.
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New Mention
Triggers when you are mentioned in a status.
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New Network Member
Triggers when new member is added to a network.
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New Task
Triggers when a new task is added.
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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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Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
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Create Event
Adds a new event in a specific group.
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Create Feed
Adds a new status (Feed) in a specific group.
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Create Private Event
Creates a private event.
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Create Private Task
Adds a private task.
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Create Task in Board
Adds a new task in a specific board.
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Invite User to Network
Sends an invite to the user to join your network.
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How Salesmate.io & Zoho Connect 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 Zoho Connect 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 Zoho Connect.
(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 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.
