Create EspoCRM task for new Salesmate deal
Salesmate + EspoCRM Integration
EspoCRM + Salesmate Integration
Connect EspoCRM to Salesmate in 1 click
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Contact is created in EspoCRM Instant- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
Contact is created in Salesmate- Contact is updated in Salesmate Instant
- Deal is created in Salesmate
- Deal is updated in Salesmate Instant
- Company is created in Salesmate
- Company is updated in Salesmate Instant
- Activity is updated in Salesmate Instant
- Activity is created in Salesmate
2.
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Ready Workflows for EspoCRM + Salesmate Integration
Just click on the workflow you want to automate
Most popular automations
Create Salesmate contact for new EspoCRM 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 EspoCRM - Salesmate integration, anytime a new EspoCRM 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.
See moreHowever, 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 EspoCRM - Salesmate integration, anytime a new EspoCRM 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.
Create Salesmate deal from new EspoCRM contact
Anytime a new contact is created in your EspoCRM, 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 EspoCRM - 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.
See moreThis EspoCRM - 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 EspoCRM 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 - EspoCRM integration, anytime a new Salesmate contact is created, an EspoCRM 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.
See moreHowever, 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 - EspoCRM integration, anytime a new Salesmate contact is created, an EspoCRM 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 EspoCRM task for new Salesmate contact
In Salesmate, when you create a contact, it automatically creates a task in EspoCRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Salesmate > Check condition > Create contact in EspoCRM
Salesmate + EspoCRM Integration
When Contact is created in Salesmate > Check condition > Create lead in EspoCRM
Salesmate + EspoCRM Integration
When Contact is created in EspoCRM > Check condition > Create contact in Salesmate
EspoCRM + Salesmate Integration
When Lead is created in EspoCRM > Check condition > Create contact in Salesmate
EspoCRM + Salesmate Integration
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Top 10 Most Popular EspoCRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create WordPress user for new EspoCRM contact
Create EspoCRM contact for new Google Sheets row
Create Microsoft Excel row for new EspoCRM contact
Create Zoom webinar registrant for new EspoCRM contact
Create Google Calendar event for new EspoCRM task
Create WordPress user for new EspoCRM contact
Create EspoCRM contact for new Google Sheets row
Create Microsoft Excel row for new EspoCRM contact
Create Zoom webinar registrant for new EspoCRM contact
Create Google Calendar event for new EspoCRM task
Create EspoCRM contact for new PostgreSQL row
Create EspoCRM contact from new Shoplazza customer
Create PostgreSQL row for new EspoCRM contact
Create SmartSuite row for new EspoCRM contact
Create VivifyScrum item for new EspoCRM task
Create EspoCRM contact for new PostgreSQL row
Create EspoCRM contact from new Shoplazza customer
Create PostgreSQL row for new EspoCRM contact
Create SmartSuite row for new EspoCRM contact
Create VivifyScrum item for new EspoCRM task
Top 10 Most Popular Salesmate Automations from
Integrately Community
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
03
Create Salesmate contact for new WPForms form submission
04
Create Salesmate contact for new tawk.to chat
05
Create Credit Repair Cloud client for new Salesmate contact
06
Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
03
Create Salesmate contact for new WPForms form submission
04
Create Salesmate contact for new tawk.to chat
05
Create Credit Repair Cloud client for new Salesmate contact
06
Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
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EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
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.
