Popular Salesmate + Aero Workflow Workflows
Create Aero Workflow contact for new Salesmate contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Salesmate - Aero Workflow integration, anytime a new Salesmate contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new Salesmate company
Create Aero Workflow task for new Salesmate contact
When you create a contact in Salesmate, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new Salesmate deal
With our integration between Salesmate and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new Salesmate contact
Create Aero Workflow event for new Salesmate company
Create Aero Workflow task for new Salesmate activity
All you need to do is - integrate Aero Workflow with Salesmate to create task in Aero Workflow automatically when certain activity occur in Salesmate. This can save you time by not having to manually create tasks in both systems.
When Contact is created in Salesmate > Check any condition > Create task in Aero Workflow
When Contact is created in Salesmate > Check condition > Create contact in Aero Workflow
When Deal is created in Salesmate > Create appointment in Aero Workflow
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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
See Salesmate IntegrationsAero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
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