Lexware + Salesmate Integration

Integrate Lexware to Salesmate in one click, or tell Integrately AI how you want each invoice handled. Sync your accounting records and CRM, update contacts and deals, alert your team, and track revenue automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • 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
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Lexware + Salesmate Integration

Sync invoices, update contacts, track deals, alert your team, and manage follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Salesmate Integration

Create Salesmate deal for new Lexware contact

This automation makes it easy to create new deals in Salesmate when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, a new deal will automatically be created in Salesmate.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Lexware + Salesmate Integration

Create Salesmate contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesmate contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Salesmate + Lexware Integration

Create Lexware contact for new Salesmate contact

If you're using Salesmate to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesmate, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lexware + Salesmate flow

Connect popular tools to manage payments, send email campaigns, update spreadsheets, and notify your team once your accounting and CRM data sync. Pick a combination and activate it in one click.

Lexware
Salesmate
+
ShopifyShopify (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
S
L
S
Create a Lexware invoice for every new Shopify order, and update the matching deal in Salesmate.
Shopify store orders instantly generate Lexware invoices and update Salesmate deals, eliminating manual bookkeeping.
L
S
S
When a Lexware invoice is created, update the Shopify order and add a note in Salesmate.
Lexware invoices update Shopify orders and log notes in Salesmate so sales and finance teams stay aligned.
S
S
L
Create a Salesmate contact for every Shopify customer, and generate a contact record in Lexware.
Shopify customer signups automatically populate your Salesmate CRM and Lexware accounts database.
S
S
L
When a Salesmate deal is updated, update the Shopify order and create a Lexware quotation.
Salesmate deal updates trigger Shopify order changes and generate Lexware quotations automatically.

Supported triggers and actions for Lexware and Salesmate

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it โ†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it โ†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it โ†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
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Update contact in Lexware
Updates contact information with new details
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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Search article by number in Lexware
Retrieves information about a specific article
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Create a quotation in Lexware
Creates a new workspace
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Search contact in Lexware
Finds and retrieves contact information
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Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
Try it โ†’
Search contact in Salesmate
Finds and retrieves contact information
Try it โ†’
Update contact in Salesmate
Updates contact information with new details
Try it โ†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
Try it โ†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it โ†’
Search deal in Salesmate
Retrieves and find a deal
Try it โ†’
Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
Try it โ†’
Create note in Salesmate
Creates a new note in the particular format
Try it โ†’

What can you automate with Lexware + Salesmate?

Streamline your accounting and sales workflows with automated data synchronization.

What you can automate?
๐Ÿงพ
Sync Lexware invoices with Salesmate deals
Automatically create Salesmate deals whenever a new invoice is generated in Lexware, keeping your sales pipeline aligned with your accounting revenue.
๐Ÿ“‹
Capture every submitted contact detail
Map all available contact fields from Lexware quotations into your Salesmate CRM instead of just basic names and emails.
๐Ÿ””
Notify your team on Slack instantly
Send instant notifications to your finance or sales channels in Slack the moment an invoice is created or a deal is won.
๐Ÿ”€
Route records based on deal values
Trigger different follow-up activities in Salesmate depending on the quotation total or invoice amount submitted in Lexware.
๐Ÿ”„
Keep CRM and accounting records updated
Automatically update corresponding contact profiles and company details in Salesmate whenever changes occur in Lexware.
๐Ÿ›ก๏ธ
Prevent duplicate records across systems
Search existing contacts and deals before creating new entries to keep your database clean and free of duplicates.
๐Ÿ’ณ
Handle quotation and invoice status changes
Advance deal stages in Salesmate automatically when Lexware quotations are approved or invoices are marked paid.
๐Ÿ“Š
Extend your workflow to Google Sheets
Log every synchronized invoice and deal record in Google Sheets for custom reporting and management review.
And much more...

Who is Lexware + Salesmate integration for?

Accounting teams, sales managers, and business owners eliminate manual data entry, keeping financial records and sales pipelines perfectly synchronized.

Finance directors
Finance directors
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Account managers
Account managers
Business owners
Business owners
๐Ÿ“ˆ
Finance directors
You review revenue reports and reconcile accounts every week, but your figures are always delayed because invoices take hours to transfer from sales to accounting โ€” this integration means every new invoice updates your financial records instantly and your revenue data stays accurate.
โšก
Sales managers
You need your team to follow up immediately when billing events occur, but reps find out too late when invoices are issued by hand โ€” automating both apps means deal stages update the moment financial documents are generated and your sales reps act without delay.
๐Ÿค
Account executives
You answer to clients who expect rapid quotation turnaround and accurate billing paperwork, but manual handoffs cause frustrating delays โ€” with this integration, customer requests generate professional quotations instantly so your clients receive prompt proposals.
๐Ÿ“Š
Operations leads
The volume of customer transactions is too high for your staff to keep accounting and CRM records matched by hand without errors โ€” connecting these apps means contact updates and invoice creation happen automatically across platforms.
๐Ÿ”„
Account managers
You own client relationships and depend on upstream billing notifications to manage account renewals, but missed updates cause friction โ€” this integration means every billing milestone triggers your CRM updates so your account records remain complete.
๐Ÿ“‘
Business owners
You need a reliable audit history of customer interactions and financial documents, but manual data entry leaves gaps in your logs โ€” automating both apps means every transaction and contact record syncs reliably without missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Lexware + Salesmate

Build and manage your Lexware + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lexware + Salesmate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lexware to Salesmate?
Frequently Asked Questions
You can connect Lexware to Salesmate in one click using ready-made workflows on Integrately, or use Integrately AI to build your custom automation. Simply select your trigger and action events, connect your accounts, and activate your flow in minutes alongside 1,500+ other apps.
Can I automatically create Salesmate deals when a Lexware invoice is created?
Frequently Asked Questions
Can I connect Lexware, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Salesmate?
Frequently Asked Questions
How does Lexware handle invoice and contact synchronization here?
Frequently Asked Questions
Can I update Salesmate contact details when Lexware records change?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Salesmate?
Frequently Asked Questions
Is the Lexware and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Salesmate With 1500+ Other Apps

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