Salesmate + TMetric Integration

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Salesmate + TMetric Integration

Create TMetric project from new Salesmate company

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Salesmate, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
Salesmate + TMetric Integration

Create TMetric task for new Salesmate contact

Salesmate and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Salesmate, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Salesmate + TMetric Integration

Create TMetric task for new Salesmate deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TMetric to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Salesmate? Well now there is!

With our integration between Salesmate and TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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Salesmate + TMetric Integration

Create TMetric task for new Salesmate activity

Salesmate provides a great way to track and manage activity, but sometimes it's nice to have an extra layer of task management that is separate from Salesmate. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Salesmate to create task in TMetric automatically when certain activity occur in Salesmate. This can save you time by not having to manually create tasks in both systems.
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Salesmate + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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