Salesmate + Zoho Connect Integration

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Popular Salesmate + Zoho Connect Workflows

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Zoho Connect + Salesmate Integration

Create Salesmate deal for new Zoho Connect event

Are you using Zoho Connect to manage your events? If so, did you know that you can also create deals in your Salesmate directly from Zoho Connect events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Salesmate + Zoho Connect Integration

Create Zoho Connect task for new Salesmate contact

Salesmate and Zoho Connect 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 Zoho Connect? 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 + Zoho Connect Integration

Create Zoho Connect 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. Zoho Connect is a great tool for this.

All you need to do is - integrate Zoho Connect with Salesmate to create task in Zoho Connect 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 + Zoho Connect Integration

Create Zoho Connect 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 Zoho Connect 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 Zoho Connect, creating task in Zoho Connect is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in Zoho Connect to keep your team up-to-date.
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Salesmate + Zoho Connect Integration

Create Zoho Connect event for new Salesmate activity

Salesmate is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Salesmate - Zoho Connect integration to automatically populate your Zoho Connect.

When a activity is created in Salesmate, an event will automatically be created in your Zoho Connect. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Salesmate and Zoho Connect accounts in a matter of minutes.
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Salesmate + Zoho Connect 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
  • Zoho Connect
    Task is created in Zoho Connect Instant
  • Zoho Connect
    Event is created in Zoho Connect Instant
  • Zoho Connect
    Member is added in group in Zoho Connect Instant
  • Zoho Connect
    Member is added in network in Zoho Connect Instant
  • Zoho Connect
    Conversation is started in Zoho Connect Instant
  • Zoho Connect
    User is mentioned in post in Zoho Connect Instant
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
  • Zoho Connect
    Create post in Zoho Connect
  • Zoho Connect
    Create task in Zoho Connect
  • Zoho Connect
    Create event in Zoho Connect
  • Zoho Connect
    Invite user to network in Zoho Connect
  • Zoho Connect
    Add member to group in Zoho Connect
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