Plumsail Documents + Salesmate Integration

Integrately lets you integrate Plumsail Documents and Salesmate instantly - without any learning curve.

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Create Your Own Plumsail Documents & Salesmate Integration Without Any Code

Create Custom Workflow

Process is finished in Plumsail Documents Instant
Contact is created in Salesmate
Contact is updated in Salesmate Instant
Deal is created in Salesmate
Deal is updated in Salesmate Instant
Company is created in Salesmate
Company is updated in Salesmate Instant
Activity is updated in Salesmate Instant
Activity is created in Salesmate

Fill in pdf form in Plumsail Documents
Convert doc to docx in Plumsail Documents
Merge pdf in Plumsail Documents
Merge docx in Plumsail Documents
Convert pdf to text in Plumsail Documents
Convert pptx to pdf in Plumsail Documents
Convert ppt to pptx in Plumsail Documents
Convert pdf to jpeg in Plumsail Documents
Convert pdf to png in Plumsail Documents
Convert images to pdf in Plumsail Documents
Add image watermark to pdf in Plumsail Documents
Add text watermark to pdf in Plumsail Documents
Add pdf watermark to pdf in Plumsail Documents
Split pdf in Plumsail Documents
Convert csv to excel in Plumsail Documents
Convert html to pdf in Plumsail Documents
Convert html to docx in Plumsail Documents
Convert pdf to bmp in Plumsail Documents
Convert xlsx to pdf in Plumsail Documents
Convert xls to xlsx in Plumsail Documents
Generate document from docx template in Plumsail Documents
Generate document from fillable pdf in Plumsail Documents
Generate document from html template in Plumsail Documents
Generate document from pptx template in Plumsail Documents
Generate document from xlsx template in Plumsail Documents
Protect pdf in Plumsail Documents
Fill merge fields in docx document in Plumsail Documents
Extract from archive in Plumsail Documents
Create archive in Plumsail Documents
Compress pdf in Plumsail Documents
Convert docx to pdf in Plumsail Documents
Search process by name in Plumsail Documents
Start a process in Plumsail Documents
Create contact in Salesmate
Search contact in Salesmate
Update contact in Salesmate
Get contact by id in Salesmate
Create deal in Salesmate
Update deal in Salesmate
Search deal in Salesmate
Create activity in Salesmate
Update activity in Salesmate
Search activity in Salesmate
Create company in Salesmate
Update company in Salesmate
Search company in Salesmate
Create note in Salesmate

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Integrate Plumsail Documents & Salesmate In 1 Click
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You Can Also Connect Plumsail Documents or Salesmate With 1200+ Other Apps

Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.

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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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