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Create Flowlu contact for new Salesmate contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Salesmate - Flowlu integration, anytime a new Salesmate contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu organization for new Salesmate company
Create Flowlu task for new Salesmate contact
When you create a contact in Salesmate, do you also create a task in Flowlu? 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.
Create Flowlu task for new Salesmate deal
With our integration between Salesmate and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create Flowlu task for new Salesmate activity
All you need to do is - integrate Flowlu with Salesmate to create task in Flowlu automatically when certain activity occur in Salesmate. This can save you time by not having to manually create tasks in both systems.
Create Salesmate company for new Flowlu organization
When Contact is created in Salesmate > Check any condition > Create task in Flowlu
When Contact is created in Salesmate > Check condition > Create contact in Flowlu
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Create Your Own Salesmate & Flowlu Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Salesmate & Flowlu
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Our 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 IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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