BirdSeed + Salesmate Integration

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Popular BirdSeed + Salesmate Workflows

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BirdSeed + Salesmate Integration

Create Salesmate contact for new BirdSeed contact form submission

When someone completes your BirdSeed, a new contact is automatically created in your Salesmate. This way, you can quickly follow up with the contact form submission and turn them into a customer!

Plus, all of the information from the BirdSeed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a BirdSeed - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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BirdSeed + Salesmate Integration

Create Salesmate deal for new BirdSeed contact form submission

Integrating your Salesmate with your BirdSeed, can help you automatically create new deals based on contact form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This BirdSeed - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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BirdSeed + Salesmate Integration

Create Salesmate deal for new BirdSeed event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Salesmate.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in BirdSeed, it will trigger a corresponding deal creation in Salesmate.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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BirdSeed + Salesmate Integration
1.
  • BirdSeed
    Contact form is submitted in BirdSeed Instant
  • BirdSeed
    Email is captured in BirdSeed Instant
  • BirdSeed
    Phone call request is created in BirdSeed Instant
  • BirdSeed
    Live chat request is created in BirdSeed
  • BirdSeed
    Live chat transcript is completed in BirdSeed Instant
  • BirdSeed
    Meeting is scheduled in BirdSeed
  • 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
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
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