Checkvist + Salesmate Integration

Connect Checkvist to Salesmate in 1 click

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1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • 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 Checkvist + Salesmate Integration

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Most popular automationmost-popular-automations
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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Automations

Top 10 Most Popular Checkvist Automations from
Integrately Community

Just click on the workflow you want to automate

HubSpot logo
Checkvist logo
Create Checkvist list for new HubSpot deal
Checkvist logo
CompanyHub logo
Create CompanyHub task for new Checkvist list
CompanyHub logo
Checkvist logo
Create Checkvist list for new CompanyHub deal
CompanyHub logo
Checkvist logo
Create Checkvist list for new CompanyHub contact
ActiveCampaign logo
Checkvist logo
Create Checkvist list for new ActiveCampaign deal
HubSpot logo
Checkvist logo
Create Checkvist list for new HubSpot deal
Checkvist logo
CompanyHub logo
Create CompanyHub task for new Checkvist list
CompanyHub logo
Checkvist logo
Create Checkvist list for new CompanyHub deal
CompanyHub logo
Checkvist logo
Create Checkvist list for new CompanyHub contact
ActiveCampaign logo
Checkvist logo
Create Checkvist list for new ActiveCampaign deal
Bitrix24 logo
Checkvist logo
Create Checkvist list for new Bitrix24 deal
Bitrix24 logo
Checkvist logo
Create Checkvist list for new Bitrix24 contact
Checkvist logo
LeadSquared logo
Create LeadSquared task for new Checkvist list
Checkvist logo
Vtiger CRM logo
Create Vtiger CRM to do for new Checkvist list
Checkvist logo
Sellsy logo
Create Sellsy task for new Checkvist list
Bitrix24 logo
Checkvist logo
Create Checkvist list for new Bitrix24 deal
Bitrix24 logo
Checkvist logo
Create Checkvist list for new Bitrix24 contact
Checkvist logo
LeadSquared logo
Create LeadSquared task for new Checkvist list
Checkvist logo
Vtiger CRM logo
Create Vtiger CRM to do for new Checkvist list
Checkvist logo
Sellsy logo
Create Sellsy task for new Checkvist list

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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1
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2
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Want to automate something else in your workflow?

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

Checkvist
Checkvist
Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.
Salesmate
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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.