Integrate WHMCS with Salesmate.io

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

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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

About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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

Explore quick connects
Connect WHMCS + Salesmate.io in easier way

It's easy to connect WHMCS + Salesmate.io without coding knowledge. Start creating your own business flow.

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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.

  • 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.

How WHMCS & Salesmate.io Integrations Work

  1. Step 1: Choose WHMCS 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 Salesmate.io 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 WHMCS to Salesmate.io.

    (2 minutes)

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

Integration of WHMCS and Salesmate.io

  • Introduction:
  • This article is about WHMCS and Salesmate.io and their integrations. WHMCS is a billing and client software that is used by businesses to manage their clients. Salesmate.io is a platform that helps businesses to integrate their different business tops. It saves time and money for businesses by helping them to create automated business processes. It allows you to create connections between different systems and automate the process of authorizing, executing and managing tasks. By combining these platforms you can create great automation possibilities.

    :

    WHMCS and Salesmate.io can be integrated in many different ways:

    • For creating automation of webchats. Salesmate.io and WHMCS can connect to each other via API, allowing it to receive events from one system and trigger certain actions in the other. This is especially useful for webchats. A customer can contact you via WHMCS and Salesmate.io will create an event (like “customer has messaged”. WHMCS can then send this event to Salesmate.io and Salesmate.io will trigger a response (like “I am my way” or “I am busy”.
    • For creating automation of sales processes. Salesmate.io will allow you to create notifications, triggers, conditions, workflows and manual tasks for your sales process. These are based on the event structure of Salesmate.io which is based on the sales process of your company. You can also monitor sales KPIs via data visualizations in Salesmate.io. If you want to monitor sales KPIs in WHMCS, you can use external APIs like Google Analytics to cplect data from WHMCS.
    • For creating automation of support processes. Support staff can use Salesmate.io to create tickets for questions that are asked by customers through WHMCS. After receiving these tickets, they can use Salesmate.io again to answer the questions by automating the process of conducting research, contacting third parties etc. The end goal should always be to automate as much as possible so that you focus on spving problems rather than handling repetitive tasks.

    :

    Integrating WHMCS with Salesmate.io allows you to create efficient interactions between your customers and staff members. It helps you to gain time and energy by automating tedious tasks. It is important to remember that automation does not replace humans but helps them to optimize their workflows by letting them focus on the most important tasks instead of repeating the same steps over and over again.

    The process to integrate WHMCS and Salesmate.io 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 November 09,2022 06:11 pm