Loyverse + Salesmate Integration

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Loyverse + Salesmate Integration

Create Salesmate contact for new Loyverse customer

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 Loyverse - Salesmate integration, anytime a new Loyverse customer 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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Loyverse + Salesmate Integration

Create Salesmate deal from new Loyverse customer

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

This Loyverse - 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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Loyverse + Salesmate Integration
1.
  • Loyverse
    Customer is created/updated/deleted in Loyverse Instant
  • Loyverse
    Receipt is created or updated in Loyverse Instant
  • Loyverse
    Shift is created in Loyverse Instant
  • Loyverse
    Item inventory is updated in Loyverse Instant
  • Loyverse
    Store is created or updated in Loyverse
  • Loyverse
    Item is created/updated/deleted in Loyverse Instant
  • Loyverse
    Employee is created or updated in Loyverse
  • 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
2.
  • Loyverse
    Create a receipt in Loyverse
  • Loyverse
    Create customer in Loyverse
  • Loyverse
    Create a POS device in Loyverse
  • Loyverse
    Create an item in Loyverse
  • Loyverse
    Delete customer in Loyverse
  • Loyverse
    Search customer in Loyverse
  • Loyverse
    Update customer in Loyverse
  • 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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