Salesmate + ConvertCreator Integration

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Popular Salesmate + ConvertCreator Workflows

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ConvertCreator + Salesmate Integration

Create Salesmate contact from new ConvertCreator order

As an online store owner, you're likely using ConvertCreator 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 ConvertCreator 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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ConvertCreator + Salesmate Integration

Create Salesmate contact for new ConvertCreator form submission

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

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

Create Salesmate deal for new ConvertCreator form submission

Integrating your Salesmate with your ConvertCreator, can help you automatically create new deals based on form submissions 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 ConvertCreator - 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 + ConvertCreator Integration

Create ConvertCreator contact for new Salesmate contact

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

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

Create Salesmate deal for new ConvertCreator 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 ConvertCreator, 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 + ConvertCreator Integration
1.
  • 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 created in Salesmate
  • Salesmate
    Activity is updated in Salesmate Instant
  • ConvertCreator
    Order is created in ConvertCreator Instant
  • ConvertCreator
    Order is updated in ConvertCreator Instant
  • ConvertCreator
    Contact is created or updated in ConvertCreator Instant
  • ConvertCreator
    Form response is created in ConvertCreator Instant
  • ConvertCreator
    Product is created in ConvertCreator Instant
  • ConvertCreator
    Product is updated in ConvertCreator Instant
  • ConvertCreator
    Booking is created in ConvertCreator Instant
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
  • ConvertCreator
    Delete contact in ConvertCreator
  • ConvertCreator
    Create contact in ConvertCreator
  • ConvertCreator
    Create product in ConvertCreator
  • ConvertCreator
    Update contact in ConvertCreator
  • ConvertCreator
    Search contact in ConvertCreator
  • ConvertCreator
    Update product in ConvertCreator
  • ConvertCreator
    Search product in ConvertCreator
  • ConvertCreator
    Delete member group in ConvertCreator
  • ConvertCreator
    Create member group in ConvertCreator
  • ConvertCreator
    Update member group in ConvertCreator
  • ConvertCreator
    Create member in ConvertCreator
  • ConvertCreator
    Delete member in ConvertCreator
  • ConvertCreator
    Update member in ConvertCreator
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