Salesmate Integrations

Manually migrating customer info from your accounting system to your CRM can be great for managing contacts and communications but also time-consuming. Luckily, Zapier can help. Once configured, this integration will automatically create Salesmate contacts for new QuickBooks Online customers so you don't have to waste time importing/exporting them between your apps!

Note: This Zapier integration doesn't add already created contacts into Salesmate, only new contacts after you've set it up

How this QuickBooks Online-Salesmate integration works

1. A new customer is added to QuickBooks Online
2. Zapier adds this customer as a contact in Salesmate

Apps involved

• QuickBooks Online
• Salesmate

Give your team a jump on closing their deals by making sure they're notified quickly. Once configured, Zapier will automatically send a direct message through Slack whenever a new deal is created on Salesmate to make sure nothing slips between the cracks.

Note: This Zapier integration only sends direct messages for new deals after you've set it up.

How this Salesmate-Slack integration works

1. A new deal is created in Salesmate
2. Zapier sends a direct message in Slack

Apps involved

• Salesmate
• Slack

Keeping your contact lists up-to-date can take up precious time. Use this integration, and Zapier will automatically create new clients in Proposify each time a new contact is added in Salesmate. That way, you can push your contact lists into Proposify and deliver winning proposals to your clients.

How this Salesmate-Proposify integration works

1. A new contact is added to Salesmate
2. Zapier adds this customer as a client in Proposify

Apps involved

• Salesmate
• Proposify

This Livestorm/Salesmate integration lets you push any new registrants of all or select webinars in Salesmate CRM to create a new contact or update an existing one. This further helps you in setting workflow automation on all registrants.

Note: This Zapier integration doesn't fetch already existing webinar records into Salesmate CRM, only new webinar registrations after you've set it up are fetched.

How this Salesmate-Livestorm integration works

1. When a user registers for a Livestorm webinar from the Livestorm webinar link
2. Zapier creates a Contact in Salesmate CRM for you

Apps involved

• Livestorm
• Salesmate

Moving your webinar contacts to your CRM can be a time-consuming task. This Livestorm/Salesmate integration lets you push any new registrants of all or select webinars in Salesmate CRM to create a new deal or update an existing one. This further helps you in setting workflow automation on all registrants.

Note: This Zapier integration doesn't fetch already existing webinar records into Salesmate CRM, only new webinar registrations after you've set it up are fetched.

How this Salesmate-Livestorm integration works

1. When a user registers for a Livestorm webinar from the Livestorm webinar link
2. Zapier creates a Contact in Salesmate CRM for you

Apps involved

• Livestorm
• Salesmate

Tired of adding new deals in Salesmate manually? Want to automate this process? With this Zapier integration, every prospect you mark as "interested" in Woodpecker.co will be automatically added to Salesmate as a new deal. Save you and your team's time and watch how managing your pipeline becomes a snap.

How this Woodpecker.co-Salesmate integration works:

1. Prospect gets marked as "interested" in Woodpecker
2. Zapier creates a new deal in Salesmate

Apps involved:

• Woodpecker.co
• Salesmate

Managing your sales pipeline becoming tougher by the day? Now stay up to date with the status of your prospects inside Salesmate as they reply "Maybe Later" in Woodpecker.co. This makes your manual updating a thing of the past.

How this Woodpecker.co-Salesmate integration works:

1. A prospect gets marked as "Maybe Later" in Woodpecker.co
2. Zapier updates the existing deal pipeline stage in Salesmate

Apps involved:

• Woodpecker.co
• Salesmate

Combine your favorite CRM with your favorite autoresponder service. Bring the sales tracking, sales management, and the automation of Salesmate to a new level by integrating with Sendlane. Each time you generate a new sales contact, capitalize on that event by automatically converting them into a lead in your Sendlane account where your automated email sequences await.

How this Salesmate-Sendlane integration works

1. You receive a new contact in your Salesmate account
2. Zapier adds the contact as a new subscriber in your Sendlane List

Apps involved

• Salesmate
• Sendlane

Salesmate allows you to manage your contacts--be it prospects or existing clients. Combine Salesmate with Sendlane's power of autoresponse to accomplish more. Use this Zap to automatically send contacts from Salesmate to your Sendlane account and start sending them automated emails. That way, you can easily keep in touch with your contacts via email.

How this Salesmate-Sendlane integration works

1. A contact is added in Salesmate
2. Zapier adds the new contact to Sendlane's list as a subscriber

Apps involved

• Salesmate
• Sendlane

Want to keep in touch with your business contacts easily? Zapier sets up an automated process of adding a new audience member of Mad Mimi each time a new contact is added to Salesmate. Now you can send, share and track email newsletters without spending extra time.

How this Salesmate-Mad Mimi integration works

1. A new contact is added to Salesmate
2. Zapier adds a new audience member to Mad Mimi

Apps involved

• Salesmate
• Mad Mimi

AWeber's email marketing ability combined with Salesmate's CRM features will help you grow your small business. Set up this Zap to connect Salesmate and AWeber: once set up, it automatically adds new Salesmate contacts to AWeber as subscribers. It has never been easier to stay in touch with your customers.

How this Salesmate-AWeber integration works

1. A new contact is added to Salesmate
2. Zapier adds a subscriber to AWeber

Apps involved

• Salesmate
• AWeber

Constant Contacts power of Email marketing helps you make your contacts or leads aware of your products or services, acquire, convert and retain customers. It makes the process of communicating with the customers simple and easy. Using Zapier, you can connect Salesmate and Constant contact and pull all newly created contacts in Constant Contact and get started with your marketing activities.

How this Salesmate-Constant Contact integration works

1. As a Contact is created in Salesmate
2. Zapier pulls this newly created contact into Constant Contact

Apps involved

• Salesmate
• Constant Contact

GetResponse is an all-in-one online marketing platform to grow your business. It helps you stay in touch with your contacts or leads with email marketing, landing pages, webinars and more... The power of Salesmate contact management and GetResponse email marketing combined with the help of Zapier lets you push contacts from Salesmate to GetResponse campaign list as it is created in Salesmate.

How this Salesmate-GetResponse integration works

1. As a Contact is added to Salesmate
2. Zapier creates a contact in GetResponse in the selected campaign list

Apps involved

• Salesmate
• GetResponse

Enhance your business by using various CRM and sales management products. Use Salesmate as a sales management, automation, and acceleration software for your team. This Zapier integration connects Bookafy with Salesmate to create contacts automatically in Salesmate for every new Bookafy customers.

How this Bookafy-Salesmate integration works

1. A new customer registers on Bookafy
2. Zapier adds that individual to Salesmate as a new contact

Apps involved

• Bookafy
• Salesmate

Learn whether the email addresses associated with your Salesmate contacts are valid with NeverBounce. When a new contact is created in your Salesmate account, NeverBounce verifies whether the email address associated with the contact is valid. Once a result code — valid, invalid, disposable, catch-all, unknown — is returned for the email address, the existing contact is updated with a tag with the result code in your Salesmate account.

How this Salesmate-NeverBounce integration works

1. Add a contact on the Salesmate account
2. Zapier sends the email to be verified with NeverBounce
3. Zapier adds a tag to the Salesmate contact with the NeverBounce result code

Apps involved

• Salesmate
• NeverBounce

Manually uploading new leads into your CRM from your lead capture campaigns can be a time-consuming process. With this Zapier integration, that manual process can become automatic. Once set up, this integration will automatically create Salesmate contacts for new Facebook Lead Ads lead so you don't have to waste time importing/exporting them between your apps!

Each time you create a new contact you can immediately add them to your marketing campaigns in GetResponse with this Salesmate to GetResponse automation. Once set up, every time new contacts are added to Salesmate, Zapier will create new contacts in GetResponse.

If you're using a chat to engage with your prospects, you're most likely taking the extra step to get them in your CRM to have a complete history of your conversations with them. Zapier helps you automate this tedious process by taking those new Olark transcripts and automatically creating a new activity in Salesmate.