Occasion + Salesmate Integration

Connect Occasion to Salesmate in 1 click

Integrate Occasion + Salesmate For Free Free forever. Use premium features free for 14 days.

Popular Occasion + Salesmate Workflows

most-popular-automations
Occasion + Salesmate Integration

Create Salesmate deal for new Occasion booking

In your business, you may need to track when someone is invited to an booking. You can do this by creating a deal in Salesmate.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created in Occasion, it will trigger a corresponding deal creation in Salesmate.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Occasion + Salesmate Integration
1.
  • Occasion
    New booking is created in Occasion
  • 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.
  • 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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