Prefinery + Salesmate Integration

Connect Prefinery to Salesmate in 1 click

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Popular Prefinery + Salesmate Workflows

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Prefinery + Salesmate Integration

Create Salesmate deal for new Prefinery user

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

Create Salesmate contact for new Prefinery user

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 Prefinery user 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 + Prefinery Integration

Create Prefinery user for new Salesmate contact

If you're using Salesmate to manage your sales leads, it's important to also use Prefinery 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 user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Prefinery + Salesmate Integration
1.
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery 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
2.
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery
  • 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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