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Create Deskera contact for new Salesmate contact
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.
Create Deskera account for new Salesmate company
Create Salesmate deal from new Deskera contact
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.
Create Salesmate contact for new Deskera contact
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.
When Contact is created in Salesmate > Check condition > Create contact in Deskera
When Contact is created in Salesmate > Check condition > Create crm contact in Deskera
When Contact is created in Salesmate > Check condition > Create sales invoice in Deskera
When Contact is created in Deskera > Check condition > Create contact in Salesmate
When CRM Contact is created in Deskera > Check condition > Create contact in 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.
See Salesmate IntegrationsDeskera 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.
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