Deskera + Salesmate Integration

Connect Deskera to Salesmate in 1 click

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1.
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • 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 Deskera + Salesmate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Salesmate + Deskera Integration

Create Deskera contact for new Salesmate contact

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 Salesmate - Deskera integration, anytime a new Salesmate contact is created, an Deskera 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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Deskera + Salesmate Integration

Create Salesmate contact for new Deskera contact

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 Deskera - Salesmate integration, anytime a new Deskera contact 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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Deskera + Salesmate Integration

Create Salesmate deal from new Deskera contact

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

This Deskera - 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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Salesmate + Deskera Integration

Create Deskera contact from new Salesmate company

If you have created a company in Salesmate, it's important to create a contact in Deskera. 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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Automations

Top 10 Most Popular Deskera Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Deskera logo
Create Deskera contact for new WordPress user
Activate
WPForms logo
Deskera logo
Create Deskera contact for new WPForms form submission
Activate
Chatbot logo
Deskera logo
Create Deskera contact for new Chatbot response
Activate
Convertri logo
Deskera logo
Create Deskera contact for new Convertri response
Activate
Adobe Commerce (Magento) logo
Deskera logo
Create Deskera contact from new Adobe Commerce (Magento) customer
Activate
WordPress logo
Deskera logo
Create Deskera contact for new WordPress user
Activate
WPForms logo
Deskera logo
Create Deskera contact for new WPForms form submission
Activate
Chatbot logo
Deskera logo
Create Deskera contact for new Chatbot response
Activate
Convertri logo
Deskera logo
Create Deskera contact for new Convertri response
Activate
Adobe Commerce (Magento) logo
Deskera logo
Create Deskera contact from new Adobe Commerce (Magento) customer
Activate
Elementor Forms logo
Deskera logo
Create Deskera contact for new Elementor Forms form submission
Activate
Deskera logo
Plutio logo
Create Plutio person for new Deskera contact
Activate
Webflow (Legacy) logo
Deskera logo
Create Deskera contact for new Webflow form submission
Mautic logo
Deskera logo
Create Deskera contact for new Mautic form submission
GroovePages logo
Deskera logo
Create Deskera contact for new GroovePages response
Elementor Forms logo
Deskera logo
Create Deskera contact for new Elementor Forms form submission
Activate
Deskera logo
Plutio logo
Create Plutio person for new Deskera contact
Activate
Webflow (Legacy) logo
Deskera logo
Create Deskera contact for new Webflow form submission
Mautic logo
Deskera logo
Create Deskera contact for new Mautic form submission
GroovePages logo
Deskera logo
Create Deskera contact for new GroovePages response

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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2
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Want to automate something else in your workflow?

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

Deskera
Deskera
Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
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.