Salesmate + Eko Integration

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Eko + Salesmate Integration

Create Salesmate contact from new Eko order

As an online store owner, you're likely using Eko to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Eko with Salesmate? This integration will allow you to automatically create a contact for each new order in Salesmate.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Eko + Salesmate Integration

Create Salesmate deal for new Eko event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Salesmate.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Eko, it will trigger a corresponding deal creation in Salesmate.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Salesmate + Eko Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Salesmate
    Activity is updated in Salesmate Instant
  • Eko
    Contact is created or updated in Eko Instant
  • Eko
    Form response is created in Eko Instant
  • Eko
    Order is created in Eko Instant
  • Eko
    Order is updated in Eko Instant
  • Eko
    Booking is created in Eko Instant
  • Eko
    Product is created in Eko Instant
  • Eko
    Product is updated in Eko Instant
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • Eko
    Create member in Eko
  • Eko
    Update member in Eko
  • Eko
    Delete member in Eko
  • Eko
    Delete contact in Eko
  • Eko
    Search contact in Eko
  • Eko
    Update contact in Eko
  • Eko
    Create contact in Eko
  • Eko
    Create product in Eko
  • Eko
    Update product in Eko
  • Eko
    Search product in Eko
  • Eko
    Create member group in Eko
  • Eko
    Update member group in Eko
  • Eko
    Delete member group in Eko
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