Popular SimplyMeet.me + Salesmate Workflows
Create Salesmate deal for new SimplyMeet.me meeting
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 meeting is created in SimplyMeet.me, 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.
Update Salesmate contact from new SimplyMeet.me meeting
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create Contact in Salesmate
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create Deal in Salesmate
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SimplyMeet.me lets you search for open slots in meetings and pick the best time to join. It is an intelligent scheduling assistant that optimizes your meeting schedule simply by dragging and dropping available slots.
See SimplyMeet.me IntegrationsOur 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.
See Salesmate Integrations❤Trusted by 42,000+ Customers
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