Salesmate for Workflows
Automate leads, tasks, and CRM actions effortlessly.
Salesmate is the ultimate sales companion, streamlining workflows and enhancing customer relationships. With robust tools for lead tracking, contact management, and task automation, Salesmate empowers your sales team to close deals faster and smarter.
Smart tag control
Subscriber updates
Flow & tool access
Easy video training
Detailed Information
Actions
Create Company
Use this action to create a new company record in Salesmate by providing key details such as company name, website, industry, and contact information.
Get Company
Use this action to retrieve company details from Salesmate by providing a unique identifier such as Company ID or name.
Delete Company
Use this action to delete a company from Salesmate by providing a unique identifier such as Company ID or name.
Update Company
Use this action to update an existing company record in Salesmate by providing the Company ID along with new details such as name, website, industry, or contact information.
Create Contact
Use this action to create a new contact in Salesmate by providing key details such as name, email, phone number, and company association.
Get Contact
Use this action to retrieve contact details from Salesmate by providing a unique identifier such as Contact ID or email.
Detailed Information
Use Cases
Automate Lead Assignment
Automatically assign new leads to sales reps based on lead source or region to speed up follow-ups.
Update Contact Details Across Platforms
Sync updated contact information from Salesmate to other tools like email marketing or support platforms.
Trigger Follow-Up Tasks After Customer Interaction
When a lead status changes, trigger a task for your team to schedule a demo.
Send Notifications on Deal Movement
Alert team members or update external systems when a deal progresses through pipeline stages.
Salesmate For Workflows
Why Choose Salesmate for Workflows?
All-in-One Sales Automation
Streamline lead management, task handling, and contact updates all from one integrated platform.Unlimited Triggers and Actions
Automate without limits—no extra cost for action volume like other platforms.Seamless CRM Integration
Easily connect Salesmate to your workflow builder for real-time, cross-platform automations.
Apps Installation and Integration
Custom Actions
Create Company
Get Company
Delete Company
Update Company
Create Contact
Get Contact
Delete Contact
Update Contact
Create Activity
Get Activity
Delete Activity
Update Activity
Create Deal
Get Deal
Delete Deal
Update Deal
Create Note
Custom Triggers
Contact Created
Subscribed Contact
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