Salesmate + sevDesk Integration

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Popular Salesmate + sevDesk Workflows

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sevDesk + Salesmate Integration

Create Salesmate contact for new sevDesk contact

If you are using sevDesk, then you may want to also use Salesmate to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Salesmate.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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sevDesk + Salesmate Integration

Create Salesmate company from new sevDesk invoice

If you're a small business owner who uses sevDesk to manage your finances, you may be wondering if there's a way to automatically create a company profile in Salesmate whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesmate and sevDesk!
Salesmate + sevDesk Integration

Create sevDesk contact from new Salesmate company

If you have created a company in Salesmate, it's important to create a contact in sevDesk. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Salesmate + sevDesk Integration

Create sevDesk order for new Salesmate deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Salesmate and sevDesk work together to make accounting and bookkeeping simple.

When you create a deal in Salesmate, it will automatically create an order in sevDesk. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Salesmate and sevDesk.
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Salesmate + sevDesk Integration

Create sevDesk contact for new Salesmate contact

In order to keep your accounting and customer records in sync, when you create a contact in Salesmate, this automation will automatically create a contact in sevDesk.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Salesmate and sevDesk!
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Salesmate + sevDesk 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 updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
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
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk
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