Kanban Tool + Salesmate Integration

If you're using Salesmate and Kanban Tool 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 checklist will automatically be created in Kanban Tool.

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 Kanban Tool accounts and start creating deal!

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

You can customize your Kanban Tool 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 Kanban Tool!