Salesmate + Heartbeat Integration

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Salesmate + Heartbeat Integration

Send Heartbeat message for new Salesmate contact

Anytime a new contact is added to your Salesmate, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesmate - Heartbeat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Salesmate + Heartbeat Integration

Send Heartbeat message for new Salesmate activity

With this Salesmate - Heartbeat integration, whenever a new activity is created in Salesmate, message will be sent via Heartbeat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesmate + Heartbeat Integration

Send Heartbeat message for new Salesmate deal

Whenever a new deal is created in your Salesmate, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Salesmate - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Salesmate + Heartbeat 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
  • Heartbeat
    User is created in Heartbeat
  • Heartbeat
    Thread is created in Heartbeat
  • Heartbeat
    Event is created in Heartbeat
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
  • Heartbeat
    Invite users in Heartbeat
  • Heartbeat
    Add user to group in Heartbeat
  • Heartbeat
    Find user in Heartbeat
  • Heartbeat
    Deactivate user in Heartbeat
  • Heartbeat
    Remove user from group in Heartbeat
  • Heartbeat
    Send direct message in Heartbeat
  • Heartbeat
    Create thread in Heartbeat
  • Heartbeat
    Create group in Heartbeat
  • Heartbeat
    Create event in Heartbeat
  • Heartbeat
    Create channel in Heartbeat
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