Alegra + Salesmate Integration

Connect Alegra to Salesmate in 1 click

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • 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 Alegra + Salesmate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Alegra + Salesmate Integration

Create Salesmate contact for new Alegra contact

If you are using Alegra, then you may want to also use Salesmate to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Salesmate.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Salesmate + Alegra Integration

Create Alegra contact for new Salesmate contact

In order to keep your accounting and customer records in sync, when you create a contact in Salesmate, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Salesmate and Alegra!
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Salesmate + Alegra Integration

Create Alegra invoice from new Salesmate deal

Do you use Salesmate to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Alegra?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Salesmate + Alegra Integration

Create Alegra contact from new Salesmate company

If you have created a company in Salesmate, it's important to create a contact in Alegra. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Salesmate + Alegra Integration

Create Alegra order for new Salesmate deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Salesmate and Alegra work together to make accounting and bookkeeping simple.

When you create a deal in Salesmate, it will automatically create an order in Alegra. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Salesmate and Alegra.
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Alegra + Salesmate Integration

Create Salesmate company from new Alegra invoice

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a company profile in Salesmate whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesmate and Alegra!
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Automations

Top 10 Most Popular Alegra Automations from
Integrately Community

Just click on the workflow you want to automate

Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
Activate
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
Activate
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
Activate
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
Activate
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
Activate
Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
Activate
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
Activate
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
Activate
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
Activate
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
Activate
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order

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
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You Can Also Connect Alegra or Salesmate With 1400+ Other Apps

Alegra
Alegra
Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.
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.