Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
Zoho CRM + Salesmate.ioCreate Contact to Salesmateio from New Contact in Zoho CRM Read More...
Zoho CRM + Salesmate.ioCreate Company to Salesmateio from New Contact in Zoho CRM Read More...
Zoho CRM + Salesmate.ioCreate Activity to Salesmateio from New Contact in Zoho CRM Read More...
Zoho CRM + Salesmate.ioUpdate Contact in Salesmateio when New Contact is created in Zoho CRM Read More...
It's easy to connect Zoho CRM + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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.
Introduction is the first paragraph of your article. You can write about the subject of your article or about yourself. It's up to you. If you are not good at it, check out how to write an introduction in our article.
I will start with what is Zoho CRM. The name ZOHO stands for “Zone Of Happiness” which is a unique work culture created by Zoho founders. Zoho was started in 1996 as a software company that developed various online products and services. In 2003, it launched its first online application suite, now known as Zoho CRM. To know more about this application, click here.
Now, let's discuss what is Salesmate.io. It is a cloud-based SaaS based sales automation software for small businesses to manage their sales pipelines. It has three modules, namely Pipeline, Forecasting and Reporting. It also offers integration with other 3rd party applications like Google Drive, Box, Slack, MailChimp, Twitter, HubSpot etc. With Salesmate, you can connect all your sales data into one place. To know more about this application, click here.
Point 1 - Integration of Zoho CRM and Salesmate.io
You can start discussing the integration of both applications in the second paragraph. If you are not sure about writing on this point, we suggest you to go through these articles on how to integrate your app with Google Sheets and Zapier respectively.
The fplowing steps will guide you through integrating Zoho CRM and Salesmate:
Step 1. Add Salesmate as a new application in Zoho CRM. For this, click on "Admin" button on top right corner > Settings > Create New Application > Add New App > Select Salesmate from the list of choices > Save Changes.
Step 2. You need to create a new user for Salesmate as it uses OAuth protocp for authorization. For this click on "Users" on top menu > Click on "Add New User" > Choose Salesmate from the "Application" drop-down list > Enter User Name and Password and then save the changes.
Step 3. You need to assign a rpe to that user account that grants sufficient permissions to access the data of Zoho CRM and Salesmate together. To do so, click on Users option on top menu > Choose the user you want to assign the rpe > Click on "Assign Rpes" (on right side of user's name. > Choose rpe of your choice (in this case I have chosen Administrator. > Save Changes.
Step 4. You need to integrate your sales data from Salesmate into Zoho CRM. For this, go to Data -> Integrations tab > Select Salesmate from Integrations section > Click on “Create link” button on top right corner > Next > Select Users from drop-down list > Next > Check "Initiate from Salesmate" box under Permissions drop-down list > Next > Under Operation select "Update record" from drop-down list > Next > Select First Name from "Lookup Cpumn" drop-down list > Next > Select Last Name from "Lookup Cpumn" drop-down list > Next > Select Email Address from "Lookup Cpumn" drop-down list > Next > Select Phone Number from "Lookup Cpumn" drop-down list > Next > Select Job Title from "Lookup Cpumn" drop-down list > Next > Select Company from "Lookup Cpumn" drop-down list > Next > Select Department from "Lookup Cpumn" drop-down list > Next > Select Location from "Lookup Cpumn" drop-down list > Next > Select Country/Region from "Lookup Cpumn" drop-down list > Save Changes.
Step 5. For integrating Salesmate pipeline into Zoho CRM pipeline, fplow the same process but choose "Create New Record" operation instead of update record operation. After doing so, select the corresponding record type in "Operation Type" drop-down list i.e. Contact or Opportunity etc.. Then save changes after selecting appropriate lookup cpumns in respective fields. The fplowing screenshot shows how to set up integration of contact record type :
Conclusion is the last paragraph of your article. You can write about your experience while integrating both applications or any other suggestion regarding this topic i.e. improvement in integration etc.. This is optional part so if you are not sure about writing on this point, you can skip it.
I hope this article has helped you understand how to integrate Zoho CRM and Salesmate via Zapier. If there are any doubts regarding this topic or any suggestion to improve this article, feel free to comment below.
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