Salesmate + WhatsApp Integration

Integrate Salesmate to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Notify customers instantly, log activity details, update deals, and trigger follow-ups automatically.

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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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Salesmate + WhatsApp Integration

Send WhatsApp messages on new contacts, update deals, log activities, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesmate + WhatsApp Integration

Send WhatsApp message for new Salesmate deal

Whenever a new deal is created in your Salesmate, you'll want to communicate with your team to make sure everyone is on the same page. Sending WhatsApp message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Salesmate - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Salesmate + WhatsApp Integration

Send WhatsApp message for new Salesmate contact

Anytime a new contact is added to your Salesmate, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesmate - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Salesmate + WhatsApp flow

Connect your core sales and messaging setup to customer data, email campaigns, and payment tools. Pick a combination and activate it in one click.

Salesmate
WhatsApp
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
S
H
W
Create a Hubspot contact when a contact is created in Salesmate, and send a WhatsApp message
New Salesmate contacts appear in Hubspot immediately while triggering a WhatsApp message to the customer, keeping your records unified and response times fast.
S
H
W
Update a Hubspot deal when a deal is updated in Salesmate, and notify the customer in WhatsApp
Deal stage updates in Salesmate sync directly to Hubspot and trigger a WhatsApp message, keeping clients informed without manual typing.
S
H
W
Create a Hubspot company when a company is created in Salesmate, and send a WhatsApp template message
New company records in Salesmate automatically populate Hubspot and trigger an automated WhatsApp template message to start outreach.

Supported triggers and actions for Salesmate and WhatsApp

Mix and match to build the exact automation you need

Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Salesmate + WhatsApp?

Streamline your customer communication and CRM workflows with powerful automated actions.

What you can automate?
🔄
Send WhatsApp messages on new Salesmate contacts
Trigger an automated message in WhatsApp the moment a new contact is created in Salesmate. Engage prospects immediately without manual copying.
📋
Capture every submitted field and record detail
Map all contact properties, deal values, and company details between Salesmate and WhatsApp accurately. Keep your messaging context complete and relevant.
🔔
Notify your team as soon as inquiries arrive
Alert sales reps instantly when a message is received in WhatsApp or a deal is updated in Salesmate. Ensure zero delay in team coordination.
🔀
Route messages based on deal stage or criteria
Send different template messages or trigger specific follow-up activities depending on the deal stage or contact property in Salesmate.
🔄
Keep records up to date when details change
Automatically update contact information, company profiles, and deal stages across platforms whenever modifications occur in Salesmate.
🔍
Search and update instead of creating duplicates
Search for existing contact records in Salesmate before creating new entries, preventing duplicate data cluttering your CRM database.
💳
Handle later status changes and payment updates
Trigger automated messaging flows and CRM activities when deals close, payments succeed, or subscription statuses change.
🔗
Extend workflows to Hubspot and other tools
Connect your core Salesmate and WhatsApp flow with Hubspot to sync marketing campaigns, email follow-ups, and spreadsheet logs automatically.
And much more...

Who is Salesmate + WhatsApp integration for?

Sales teams, business owners, and customer support specialists connect Salesmate and WhatsApp to eliminate manual data entry and speed up response times.

Sales Managers
Sales Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Business Owners
Business Owners
Customer Success Specialists
Customer Success Specialists
📈
Sales Managers
You review conversion metrics every week but pipeline reports miss recent prospect conversations because reps log updates manually, so your forecasting data is always outdated — with this integration, every deal update and customer message syncs automatically to keep your reports accurate.
⚡
Customer Support Leads
You need to answer incoming customer inquiries immediately, but checking CRM statuses before replying takes too long, so response times slip — automating both apps means contact details and message histories connect instantly to speed up your replies.
🤝
Account Executives
You manage dozens of client relationships and depend on timely communication follow-ups, but forgetting to log touchpoints leaves gaps in your pipeline, so deals stall — connecting these apps means every interaction triggers the next step automatically.
📊
Operations Directors
Your team handles high volumes of incoming lead data that require rapid distribution across systems, but manual copy-pasting causes severe bottlenecks, so leads slip through the cracks — automating these apps means every contact and message flows instantly without human error.
💼
Business Owners
You own the entire customer acquisition process from lead capture to client messaging, but manual coordination eats into your growth strategy, so expansion slows down — with this integration, your CRM and messaging workflows run smoothly in the background.
🔍
Customer Success Specialists
You need a reliable history of every client interaction and activity stage, but missing touchpoint records leave you guessing about account health, so retention drops — integrating these apps means every activity and message logs accurately for a complete history.
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Why choose Integrately to automate Salesmate + WhatsApp

Build and manage your Salesmate + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesmate + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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In Just 1 Click!
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Frequently Asked Questions

How do I connect Salesmate to WhatsApp?
Frequently Asked Questions
You can connect Salesmate to WhatsApp in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and messaging channels alongside apps like Hubspot, Mailchimp, and Gmail.
Can I automatically send a WhatsApp message when a new contact is created in Salesmate?
Frequently Asked Questions
Can I connect Salesmate, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and WhatsApp?
Frequently Asked Questions
How are contact updates handled between Salesmate and WhatsApp?
Frequently Asked Questions
Can I send template messages in WhatsApp using Salesmate triggers?
Frequently Asked Questions
Do I need coding skills to automate Salesmate and WhatsApp?
Frequently Asked Questions
Is the Salesmate and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Salesmate or WhatsApp With 1500+ Other Apps

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WhatsApp
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Sync WhatsApp with customer support, team communication, and notification services to keep messaging connected.
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