Dealfront + Salesmate

Create new Salesmate companies from new Dealfront leads

Streamline your sales process by ensuring every new lead from Dealfront is instantly logged in Salesmate. With this workflow, as soon as a potential client shows interest on Dealfront, it establishes a company profile for them in Salesmate. This efficient process not only saves valuable time but also helps you stay organized and manage leads more effectively.

When this happens...
New Lead
Triggers when a new lead is tracked for the first time (leads are tracked hourly).
TriggerPolling
automatically do this!
Create Company
Creates a new Company, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

- AccountRequired
- Custom FeedRequired
Trigger
Polling
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
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New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
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New Company Note
Triggers when a new company note is created.
Trigger
Polling
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New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
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New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
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- Select ModuleRequired
Trigger
Polling
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Update Company
Triggers when a new company update is found.
Trigger
Instant
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Update Deal
Triggers when a new deal update is found.
Trigger
Instant
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- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write

- AccountRequired
- Custom FeedRequired
Trigger
Polling
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New User
Triggers when a new user created.
Trigger
Polling
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write