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Customerly + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Salesmate.io

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations
Connect Customerly + Salesmate.io in easier way

It's easy to connect Customerly + Salesmate.io without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Customerly & Salesmate.io Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesmate.io as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesmate.io with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.