Salesmate + Workiom Integration

Connect Salesmate to Workiom - Automate your workflows in 1-click

Make use of Salesmate automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Workiom automations to effortlessly import, transform, and analyze data from various sources. Combine the benefits of both with Integrately’s Salesmate + Workiom integration.
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Ready Workflows For Salesmate + Workiom Integration

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Salesmate + Workiom Integration

Create Workiom record for new Salesmate contact

When a new {{trigger.Contact}] is created in your Salesmate, you can automatically create a record for them in your Workiom. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Workiom + Salesmate Integration

Create Salesmate contact for new Workiom record

Automatically creating Salesmate contact records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Create Your Own Salesmate & Workiom Integration Without Any Code

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Salesmate + Workiom Integration
1.
  • Salesmate
    Contact is created in Salesmate

    Triggers the automation whenever a new contact is created

  • Salesmate
    Contact is updated in Salesmate

    Triggers the automation whenever a contact is updated

    Instant
  • Salesmate
    Deal is created in Salesmate

    Triggers the automation whenever a deal is created

  • Salesmate
    Deal is updated in Salesmate

    Triggers the automation whenever a deal is updated

    Instant
  • Salesmate
    Company is created in Salesmate

    Triggers the automation whenever a new company is created

  • Salesmate
    Company is updated in Salesmate

    Triggers the automation whenever a company is updated

    Instant
  • Salesmate
    Activity is updated in Salesmate

    Triggers the automation whenever an activity is updated

    Instant
  • Salesmate
    Activity is created in Salesmate

    Triggers the automation whenever a new activity is created

  • Workiom
    Record is created in Workiom

    Triggers the automation whenever a new record is created

    Instant
  • Workiom
    Record is updated in Workiom

    Triggers the automation whenever any record is updated

    Instant
2.
  • Salesmate
    Create contact in Salesmate

    Automatically adds a new contact to the database

  • Salesmate
    Search contact in Salesmate

    Automatically finds and retrieves contact information

  • Salesmate
    Update contact in Salesmate

    Automatically updates contact information with new details

  • Salesmate
    Get contact by id in Salesmate

    Automatically retrieves a contact's information based on their ID

  • Salesmate
    Create deal in Salesmate

    Automatically generates a new deal with

  • Salesmate
    Update deal in Salesmate

    Automatically updates deal information based on new criteria or changes

  • Salesmate
    Search deal in Salesmate

    Automatically retrieves and find a deal

  • Salesmate
    Create activity in Salesmate

    Automatically generates a new activity or task

  • Salesmate
    Update activity in Salesmate

    Automatically updates the activity with the latest information

  • Salesmate
    Search activity in Salesmate

    Automatically retrieves search results based on particular criteria

  • Salesmate
    Create company in Salesmate

    Automatically generates a new company profile with given details

  • Salesmate
    Update company in Salesmate

    Automatically updates company information

  • Salesmate
    Search company in Salesmate

    Automatically find information about a company

  • Salesmate
    Create note in Salesmate

    Automatically creates a new note in the particular format

  • Workiom
    Get record by ID in Workiom

    Triggers the automation whenever a form is filled

  • Workiom
    Search multiple records in Workiom

    Automatically searches for multiple records

  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom

    Automatically updates a record with new information

  • Workiom
    Search record in Workiom

    Automatically searches for a record within a given database

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Integrate Salesmate & Workiom In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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