Salesmate + Vuepak
Create contacts in Salesmate for new contacts added in Vuepak
Ensure your sales team doesn't miss a beat with this workflow. Whenever a new contact is added in Vuepak, it instantly creates a matching contact in Salesmate. It's a seamless way to keep your customer information up-to-date across both platforms and allows your sales team to quickly engage with new contacts.
Ensure your sales team doesn't miss a beat with this workflow. Whenever a new contact is added in Vuepak, it instantly creates a matching contact in Salesmate. It's a seamless way to keep your customer information up-to-date across both platforms and allows your sales team to quickly engage with new contacts.
- When this happens...
New Contact AddedTriggers when a new contact is created in an address book.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new Contact, probably with input from previous steps.
ActionWriteCreate a new record or update an existing record in your app.
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Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Added
Triggers when a new company is created in vuepak user account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source Company ID
NameRequired
Phone Number
Phone Number 2
Address Line 1
Address Line 2
City
State
Zip Code
Country
Website
Linkedin
Facebook
X
Revenue
Currency
Number of Employees
Description
Industry
Tags
Type
Account Number
Location Name
Parent Company
Fax
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping State
Shipping Zip Code
Shipping Country
Number of Locations
Customer Priority
Ticker Symbol
NAICS Code
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Address bookRequired
Source Contact ID
Salesforce CRM ID
Zoho CRM ID
Hubspot CRM ID
Pipedrive CRM ID
Dynamics CRM ID
Monday CRM ID
EmailRequired
First Name
Last Name
Job Title
mobile
Address Line 1
Address Line 2
City
State
Country
Zip Code
Tags
Company Website
Linkedin
X
Facebook
Email Opt Out
Sms Opt Out
Extension
Direct Phone
Time Zone
Unsubscribe
Bounce
Owner
Contact Type
Rating
Status
Action Status
Source
Last Channel
Description
Fax
Company Name
Company Phone
Industry
Annual Revenue
Number of Employees
Number of Locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Address bookRequired
Source Contact ID
Salesforce CRM ID
Zoho CRM ID
Hubspot CRM ID
Pipedrive CRM ID
Dynamics CRM ID
Monday CRM ID
EmailRequired
First NameRequired
Last Name
Job Title
Extension
Direct Number
Mobile
Address Line 1
Address Line 2
City
State
Zip Code
Country
Linkedin
X
Facebook
Tags
Timezone
Unsubscribe
Bounce
Email Opt Out
SMS Opt Out
Owner
Contact Type
Rating
Status
Action Status
Source
Last Channel
Assistant First Name
Assistant Last Name
Assistant Email
Assistant Phone
Fax
Description
Department
Birthdate
Company Id
Source Company Id
Company Name
Company Phone
Company Phone 2
Company Address Line 1
Company Address Line 2
Company City
Company State
Company Zip
Company Country
Company Website
Company Linkedin
Company Facebook
Company X
Company Revenue
Company Currency
Number of Employees
Company Description
Company Industry
Company Tags
Company Type
Company Account Number
Company Location Name
Company Parent Company
Company Fax
Company Shipping Address 1
Company Shipping City
Company Shipping State
Company Shipping Zip Code
Company Shipping Country
Company Customer Priority
Company Ticker Symbol
Company NAICS Code
Company Owner
Number of Locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Module NameRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Activity IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Deal IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Enter the Record IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Company Update
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Address bookRequired
Source Contact ID
Salesforce CRM ID
Zoho CRM ID
Hubspot CRM ID
Pipedrive CRM ID
Dynamics CRM ID
Monday CRM ID
EmailRequired
First NameRequired
Last Name
Job Title
Extension
Direct Number
Mobile
Address Line 1
Address Line 2
City
State
Zipcode
Country
Linkedin
X
Facebook
Tags
Timezone
Unsubscribe
Bounce
Email Opt Out
SMS Opt Out
Owner
Contact Type
Rating
Status
Action Status
Source
Last Channel
Assistant First Name
Assistant Last Name
Assistant Email
Assistant Phone
Description
Fax
Department
Birth Date
Company ID
Source Company ID
Company Name
Company Phone
Company Phone 2
Company Address Line 1
Company Address Line 2
Company City
Company State
Company Zip
Company Country
Company Website
Company Linkedin
Company Facebook
Company X
Company Revenue
Company Currency
Number of Employees
Company Description
Company Industry
Company Tags
Company Type
Company Account Number
Company Location Name
Company Parent Company
Company Fax
Company Shipping Address 1
Company Shipping Address 2
Company Shipping City
Company Shipping State
Company Shipping Zip Code
Company Shipping Country
Company Customer Priority
Company Ticker Symbol
Company NAICS Code
Company Owner
Number of Locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Company ID
NameRequired
Phone Number
Another Phone
Address Line 1
Address Line 2
City
State
Zip Code
Country
Website
Linkedin
Facebook
X
Revenue
Currency
Number of Employees
Description
Industry
Tags
Type
Account Number
Location Name
Parent Account
Fax
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping State
Shipping Zip Code
Shipping Country
Number of Locations
Customer Priority
Ticker Symbol
SIC Code
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Address BookRequired
Source Contact ID
Salesforce CRM ID
Zoho CRM ID
Hubspot CRM ID
Pipedrive CRM ID
Dynamics CRM ID
Monday CRM ID
EmailRequired
First Name
Last Name
Job Title
Mobile
Address Line 1
Address Line 2
City
State
Country
Zip Code
Tags
Company Website
Linkedin
X
Facebook
Email Opt Out
Sms Opt Out
Extension
Direct Phone
Time Zone
Unsubscribe
Bounce
Owner
Contact Type
Rating
Status
Action Status
Source
Last Channel
Description
Fax
Company Name
Company Phone
Industry
Annual Revenue
Number of Employees
Number of Locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSelect ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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