Salesmate + awork Integration

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Salesmate + awork Integration

Create awork task for new Salesmate contact

Salesmate and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Salesmate, do you also create a task in awork? 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.
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Salesmate + awork Integration

Create awork task for new Salesmate activity

Salesmate provides a great way to track and manage activity, but sometimes it's nice to have an extra layer of task management that is separate from Salesmate. awork is a great tool for this.

All you need to do is - integrate awork with Salesmate to create task in awork automatically when certain activity occur in Salesmate. This can save you time by not having to manually create tasks in both systems.
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Salesmate + awork Integration

Create awork task for new Salesmate deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Salesmate? Well now there is!

With our integration between Salesmate and awork, creating task in awork is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in awork to keep your team up-to-date.
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Salesmate + awork Integration

Create awork project from new Salesmate company

If you're using awork to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Salesmate, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + Salesmate Integration

Create Salesmate contact for new awork client

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 awork - Salesmate integration, anytime a new awork client 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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awork + Salesmate Integration

Create Salesmate deal from new awork client

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

This awork - 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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awork + Salesmate Integration

Create Salesmate company from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a company in Salesmate to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Salesmate whenever you create a project in awork.
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Salesmate + awork 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
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork 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
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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