New Integration: Grow and Scale Your Team’s Sales Process with Salesmate

As your business grows and new sales start flowing in, it can be a challenge to stay organized and scale your sales team’s efforts without the right tools.

Salesmate is a CRM designed for growing small- to medium-sized businesses. The system lets you keep all your prospects' data organized, so your sales team can focus on nurturing the relationships. With Salesmate, you can also create KPI metrics, set goals, and automate your sales tasks. That way, your sales team continues landing new sales without wasting time on clerical work.

With Salesmate's integration to Zapier and its 1,000+ apps, you can now connect any of your sales team’s favorite tools into their workflow.

How Salesmate Works with Zapier

Triggers

• New Activity: Triggers when a New Activity is created.
• New Deal: Triggers when a New Deal is created.
• New Contact: Triggers when a New Contact is created.
• New Company: Triggers when a New Company is created.

Searches

• Find Activity: Finds an Activity by Title, ID or Type. Optionally, create one if none are found.
• Find Contact: Finds a Contact by Name, ID or Email. Optionally, create one if none are found.
• Find Deal: Finds a Deal by Title, ID. Optionally, create one if none are found.
• Find Company: Find a Company by Name, ID or Website. Optionally, create one if none are found.

Actions

• Update Activity: Updates an existing Activity.
• Create Contact: Creates a New Contact.
• Update Company: Updates an existing Company.
• Create Company: Creates a New Company.
• Update Contact: Updates an existing Contact.
• Create Deal: Creates a New Deal.
• Update Deal: Updates an existing Deal.
• Create Activity: Creates a New Activity.

Automation Inspiration

Get started with these sample Zaps:

Capture Leads Using Other Apps

Keep Contact Lists Up-to-Date

How to Automate Salesmate with Zapier

1. Sign up for a Salesmate account, and make sure you have a Zapier account

2. Try some pre-made Salesmate integrations and learn more about how Salesmate works with Zapier

3. Check out our Salesmate help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Salesmate and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Salesmate with Zapier.