Connect Salesmate integrations
Harmonize your sales pipelines and client communications by connecting Salesmate to Make. Linking this customer platform with our workflow automation tool lets you instantly trigger deal updates, assign team activities, and sync newly captured marketing leads. Sign up for a free account today to build your first automated contact relationship pipeline.
Salesmate
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
Connect any app with
Salesmate
Popular Salesmate workflows
Connect Salesmate with your favorite tools. Use Make to automate routine tasks, sync customer data, and simplify your sales pipeline.
Send Office 365 emails to each follower when a new Salesmate activity is created
Every time a new activity is created in Salesmate CRM, Make will automatically send an email to each follower of the deal via Outlook 365.
Qualify new Salesmate CRM leads with Clearbit
Every time a new contact is added to Salesmate CRM, Make will automatically verify with Clearbit if the company meets the minimum qualifications. Then, a deal is created with the corresponding status in Salesmate CRM.
Save new Salesmate CRM contacts in iOS
Every time a new contact is added to Salesmate CRM, Make will automatically create a new contact on a specified Apple iOS device.
Supercharge Salesmate by integrating with Make to automate your daily workflows.
Connect Salesmate with Make to automate your workflows. Instantly sync contact data, qualify new leads, and send team notifications across your apps to speed up your sales cycle.
Automated Lead Qualification
Automatically qualify new leads using external data tools like Clearbit and instantly update their deal status in Salesmate.
Instant Team Notifications
Keep your team in the loop by automatically emailing deal followers in Office 365 whenever a new activity is logged.
.avif)
Seamless Mobile Syncing
Keep your contacts and deal updates instantly synced across iOS and Android devices without any manual data entry.
Unified CRM Data
Automatically copy new company details to other platforms like Pipedrive to ensure all your sales databases stay perfectly in sync.
Support
FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.