Loading

Cling + Salesmate Integrations

How to connect Cling + Salesmate

Zapier lets you send info between Cling and Salesmate automatically—no code required.

When this happens...
automatically do this!
  • Free forever for core features
  • 14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?
  • Cling triggers, actions, and search

    Document Denied

    Triggers when a document changes status to denied.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Sent

    Triggers when a document changes status to sent.

    Trigger
    Instant
    Try It
    • Document nameRequired

      Select a name of the document that will be visible to your client

    • Template IDRequired

      Specify which template to use when creating the document

    • Client IDRequired

      Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.

    Action
    Write

How Cling + Salesmate Integrations Work

  1. Step 1: Authenticate Cling and Salesmate.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
cling logo
cling logo

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
salesmate logo
salesmate logo

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.