Salesmate + Checkvist Integration

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Salesmate + Checkvist Integration

Create Checkvist list for new Salesmate deal

If you're using Salesmate and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Salesmate, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Salesmate and Checkvist accounts and start creating deal!
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Salesmate + Checkvist Integration

Create Checkvist list for new Salesmate contact

When you create a new contact in Salesmate, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Salesmate and Checkvist!
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Salesmate + Checkvist 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
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
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
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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