Agile CRM + Salesmate Integration

Connect Agile CRM to Salesmate in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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 updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Salesmate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Agile CRM + Salesmate Integration

Create Salesmate contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Agile CRM - Salesmate integration, anytime a new Agile CRM contact is created, an Salesmate 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.
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Agile CRM + Salesmate Integration

Create Salesmate deal from new Agile CRM contact

Anytime a new contact is created in your Agile CRM, a new deal will automatically be created in your Salesmate. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Agile CRM - Salesmate integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Salesmate Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
02
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
03
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
04
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
05
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
cloud
Salesmate
app integration
06
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
07
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
08
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
09
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
10
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Salesmate With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Salesmate
Salesmate
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.