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Integrate Zoho CRM with Salesmate.io

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

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About Zoho CRM

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.

About Salesmate.io

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

Salesmate.io Integrations

Best ways to Integrate Zoho CRM + Salesmate.io

  • Zoho CRM Integration Salesmate.io Integration

    Zoho CRM + Salesmate.io

    Create Contact to Salesmateio from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Zoho CRM Integration Salesmate.io Integration

    Zoho CRM + Salesmate.io

    Create Company to Salesmateio from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Company
  • Zoho CRM Integration Salesmate.io Integration

    Zoho CRM + Salesmate.io

    Create Deal to Salesmateio from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Zoho CRM Integration Salesmate.io Integration

    Zoho CRM + Salesmate.io

    Create Activity to Salesmateio from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Zoho CRM Integration Salesmate.io Integration

    Zoho CRM + Salesmate.io

    Update Contact in Salesmateio when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Update Contact
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho CRM + Salesmate.io in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

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

How Zoho CRM & Salesmate.io Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Salesmate.io.

    (2 minutes)

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

Integration of Zoho CRM and Salesmate.io

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.

Zoho CRM

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.

  • Salesmate
  • 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.

    The process to integrate Zoho CRM 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.