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Salesmate + Peak Funnels Integration

Salesmate + Peak Funnels Integration

Connect Salesmate to Peak Funnels in 1 click

Popular Salesmate + Peak Funnels Workflows

Peak Funnels + Salesmate Integration

Create Salesmate contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Peak Funnels with Salesmate? This integration will allow you to automatically create a contact for each new order in Salesmate.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Peak Funnels + Salesmate Integration

Create Salesmate contact for new Peak Funnels form response

When someone completes your Peak Funnels, a new contact is automatically created in your Salesmate. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + Salesmate Integration

Create Salesmate deal for new Peak Funnels form response

Integrating your Salesmate with your Peak Funnels, can help you automatically create new deals based on form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Peak Funnels - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Salesmate + Peak Funnels Integration

Create Peak Funnels contact for new Salesmate contact

If you're using Salesmate to manage your sales leads, it's important to also use Peak Funnels 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 Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Peak Funnels + Salesmate Integration

Create Salesmate contact for new Peak Funnels 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 {{action.Marketing}} contact and Peak Funnels 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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Peak Funnels + Salesmate Integration

Create Salesmate deal for new Peak Funnels contact

This automation makes it easy to create new deals in Salesmate when a new contact is created in Peak Funnels. Just connect your accounts, and every time a new contact is created in Peak Funnels, 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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Peak Funnels + Salesmate Integration

Create Salesmate deal for new Peak Funnels event

In your business, you may need to track when someone is invited to an event. 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 event is created in Peak Funnels, 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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Salesmate + Peak Funnels Integration

You can Add Conditions / More Apps in the next steps

  • Contact is updated in Salesmate
    Contact is updated in Salesmate Instant
  • Deal is updated in Salesmate
    Deal is updated in Salesmate Instant
  • Company is updated in Salesmate
    Company is updated in Salesmate Instant
  • Activity is updated in Salesmate
    Activity is updated in Salesmate Instant
  • Contact is created in Salesmate
    Contact is created in Salesmate
  • Deal is created in Salesmate
    Deal is created in Salesmate
  • Company is created in Salesmate
    Company is created in Salesmate
  • Activity is created in Salesmate
    Activity is created in Salesmate
  • Contact is created or updated in Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Order is created in Peak Funnels
    Order is created in Peak Funnels Instant
  • Order is updated in Peak Funnels
    Order is updated in Peak Funnels Instant
  • Form response is created in Peak Funnels
    Form response is created in Peak Funnels Instant
  • Product is created in Peak Funnels
    Product is created in Peak Funnels Instant
  • Product is updated in Peak Funnels
    Product is updated in Peak Funnels Instant
  • Booking is created in Peak Funnels
    Booking is created in Peak Funnels Instant
  • Create note in Salesmate
    Create note in Salesmate
  • Create Contact in Salesmate
    Create Contact in Salesmate
  • Search contact in Salesmate
    Search contact in Salesmate
  • Update Contact in Salesmate
    Update Contact in Salesmate
  • Create Deal in Salesmate
    Create Deal in Salesmate
  • Update Deal in Salesmate
    Update Deal in Salesmate
  • Search deal in Salesmate
    Search deal in Salesmate
  • Create Activity in Salesmate
    Create Activity in Salesmate
  • Update Activity in Salesmate
    Update Activity in Salesmate
  • Search activity in Salesmate
    Search activity in Salesmate
  • Create Company in Salesmate
    Create Company in Salesmate
  • Update Company in Salesmate
    Update Company in Salesmate
  • Search company in Salesmate
    Search company in Salesmate
  • Delete contact in Peak Funnels
    Delete contact in Peak Funnels
  • Search contact in Peak Funnels
    Search contact in Peak Funnels
  • Update contact in Peak Funnels
    Update contact in Peak Funnels
  • Create contact in Peak Funnels
    Create contact in Peak Funnels
  • Create product in Peak Funnels
    Create product in Peak Funnels
  • Update product in Peak Funnels
    Update product in Peak Funnels
  • Search product in Peak Funnels
    Search product in Peak Funnels
  • Create member in Peak Funnels
    Create member in Peak Funnels
  • Delete member in Peak Funnels
    Delete member in Peak Funnels
  • Update member in Peak Funnels
    Update member in Peak Funnels
  • Create member group in Peak Funnels
    Create member group in Peak Funnels
  • Update member group in Peak Funnels
    Update member group in Peak Funnels
  • Delete member group in Peak Funnels
    Delete member group in Peak Funnels

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Salesmate + Peak Funnels Integration
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