Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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 IntegrationsSalesmate.io + Zoho Connect
Create Private Event to Zoho Connect from New Contact in Salesmateio Read More...Salesmate.io + Zoho Connect
Create Feed to Zoho Connect from New Contact in Salesmateio Read More...Salesmate.io + Zoho Connect
Invite User to Network in Zoho Connect when New Contact is created in Salesmateio Read More...Salesmate.io + Zoho Connect
Create Private Task to Zoho Connect from New Contact in Salesmateio Read More...Salesmate.io + Zoho Connect
Create Event to Zoho Connect from New Contact in Salesmateio Read More...It's easy to connect Salesmate.io + Zoho Connect 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 when a new event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
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 user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
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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.