Integrate Salesmate with 900+ apps

Create business workflows for Salesmate without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Salesmate workflows

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Notify new Salesmate deals via Gmail

Automate the process of sending an email notification as soon as a deal is recorded in your CRM. This flow delivers an email via Gmail every time there’s a new deal in Salesmate.

How it works
1. A new deal is created in Salesmate.
2. Zoho Flow automatically delivers an email notification via Gmail about the new deal.
Use this flow
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Notify new Salesmate deals via Gmail

Salesmate + Gmail for G Suite

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Verify the email addresses of new Salesmate contacts with NeverBounce

If you want to make sure that you always have the right contact information in your CRM, then this flow will come in handy. Every time a new contact is created in Salesmate, the email address of the contact is automatically verified via NeverBounce.

How it works
1. A contact is created in Salesmate.
2. Zoho Flow automatically verifies the contact's email address with NeverBounce.
Use this flow
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Verify the email addresses of new Salesmate contacts with NeverBounce

Salesmate + NeverBounce

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Add new Salesmate contact to Google Contacts

When you want your newly added CRM contacts readily available across devices, automate the process using this flow instead of doing it manually. Whenever a new contact is added to Salesmate, that contact is also added to Google Contacts.

How it works
1. A new contact is added to Salesmate.
2. Zoho Flow automatically adds that contact to Google Contacts.
Use this flow
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Add new Salesmate contact to Google Contacts

Salesmate + Google Contacts

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Create deals in Salesmate from a new entry in a Google Sheets spreadsheet

When you're maintaining a spreadsheet with information on all successful deals, you'll want to log those deals in your CRM as soon as they're added to the spreadsheet. Use this flow to automatically create deals in Salesmate when a new entry is added to a Google Sheets spreadsheet.

How it works
1. A new entry is added to a Google Sheets spreadsheet.
2. Zoho Flow automatically creates a deal in Salesmate with the information contained in the new spreadsheet entry.
Use this flow
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Create deals in Salesmate from a new entry in a Google Sheets spreadsheet

Google Sheets + Salesmate

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Create deal in Salesmate for new card in LeanKit

If you have a board where you add follow-up tasks for successful deals, you'll want to log them in your CRM as soon as the task is created. This flow automates that process⁠—every time a new card is added to a set board in LeanKit, a new deal is created in Salesmate.

How it works
1. A new card is created in LeanKit.
2. Zoho Flow automatically creates a deal in Salesmate for the new card.
Use this flow
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Create deal in Salesmate for new card in LeanKit

LeanKit + Salesmate

Build your own Salesmate integrations

Connect Salesmate with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Salesmate workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New company

Triggers when a new company is created

New deal

Triggers when a new deal is created

New activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create activity

Creates a new activity

Create deal

Creates a new deal

Update company

Updates the details of an existing company

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update deal

Updates the details of an existing deal

Fetch deal

Fetches a deal by title or ID

Fetch activity

Fetches an activity by title or ID

Fetch contact

Fetches a contact by name, ID, or email

Fetch company

Fetches a company by name, ID, or website

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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