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Salesmate.io + Alegra Integrations

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

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.

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra Integrations

Best Salesmate.io and Alegra Integrations

  • Salesmate.io Pipedrive

    Alegra + Pipedrive

    Create a new person in Pipedrive for every new Alegra contact Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Pipedrive Create Person
    Are you looking for a simple approach to follow up on your new leads? Thanks to this Appy Pie Connect integration, any new contact created to Alegra will be automatically added to Pipedrive! Set up this Alegra-Pipedrive integration, every new contact added to Alegra will be automatically added to Pipedrive as a new person.
    How This Alegra-Pipedrive Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect automatically creates a new person in Pipedrive
    What You Need
    • Alegra
    • Pipedrive
  • Salesmate.io Salesforce

    Alegra + Salesforce

    Create a new contact in Salesforce for every new Alegra contact Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Salesforce Create Record
    Do you want new Alegra contacts to be automatically populated into Salesforce? Alegra- Salesforce integration provides a simple way to import new Alegra contacts to Salesforce as a contact. Once setup is complete, whenever a new contact is added to Alegra, Appy Pie Connect will automatically add them to Salesforce as new contacts.
    How This Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect adds it to Salesforces as a new contact
    Apps Involved
    • Alegra
    • Salesforce
  • Salesmate.io Google Calendar

    Alegra + Google Calendar

    Create detailed Google Calendar events from Alegra invoices Read More...
    When this happens...
    Salesmate.io New Invoice
     
    Then do this...
    Google Calendar Create Detailed Event
    Integrate Alegra with Google Calendar and automate the creation of Google calendar events from Alegra Accounting invoices. Avoid manual entry of recurring invoice information. Minimize errors by taking advantage of automation. After setting this Alegra-Google Calendar integration up, Appy Pie Connect will automatically create a detailed event on Google Calendar for every Alegra invoice. This way you will never miss your invoice due dates.
    How This Alegra-Google Calendar Integration Works
    • A new invoice is created on Alegra.
    • Appy Pie Connect automatically creates a detailed Google Calendar event
    Apps Involved
    • Alegra
    • Google Calendar
  • Salesmate.io Google Calendar

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    {{item.message}} Read More...
    When this happens...
    Salesmate.io {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesmate.io + Alegra in easier way

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

    Triggers
  • 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.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • 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.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Salesmate.io & Alegra Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Alegra as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Alegra with Appy Pie Connect.

    (2 minutes)

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

Integration of Salesmate.io and Alegra

Salesmate.io?

Salesmate.io is a platform for B2B sales teams to improve their performance through analytics and AI. It allows sales professionals to manage their leads, perform more effective customer profiling and find suitable opportunities more efficiently. The software also provides a dashboard that helps users to analyse the opportunities, track the progress of each deal and directly contact the right person. Salesmate.io integrates with various CRMs including Zoho, Microsoft Dynamics 365, Salesforce, Base CRM, SugarCRM, Pipedrive, Hubspot and many others.

Alegra?

Alegra is a module of Salesmate.io that helps companies to manage their calls from different call center platforms. It is used by companies from different sectors such as insurance, banking, telecommunications and more. This software makes it easy to handle calls from different agents and different platforms. Alegra supports automatic call recording and can be integrated with existing softphones. Alegra also provides mobile app support to allow your agents to work on the go.

Integration of Salesmate.io and Alegra

By integrating Salesmate.io and Alegra, you will be able to manage your sales pipeline much more efficiently. The integration will provide you with the opportunity to view all the information that is available in both systems in one place. You can set up triggers that will automatically update your CRM or your call center software whenever there is an update in any of the two systems. Salesmate.io has many useful features for sales teams who are constantly on the field. One of them is the Call List feature which allows sales personnel to share their call lists with their team members so they can fplow up on the prospects together. They can also manage their own tasks via Salesmate.io’s task manager. This way, if they need any help for tasks, they can ask their cpleagues through the task manager rather than interrupting them when they are on calls or meetings. Another feature that will benefit sales agents is the Smart Dialer that will be able to search for contacts based on certain filters such as company name, email address, phone number etc. When they have found the contact they need, they can directly dial or send an SMS to them without having to search manually through their contacts. This way, they can save time during the day and focus more on closing deals instead of wasting time trying to find the right contact during calls or meetings. The SMS feature will also be beneficial as it will allow sales agents to send pre-written SMS messages at certain times during the day according to their schedule. For example, if they are not around during office hours because they are out meeting clients or setting up appointments, they can use this function to let their cpleagues know that they are busy or not reachable at that time. This way, other cpleagues won’t try calling at those times which would be a waste of time for both parties. Another useful feature is Time Tracker which helps sales staff track their time based on projects or activities so that they can analyze how much time they are spending on specific tasks within a day or week. This way, they can optimize their time better for maximum productivity. The Salesmate task manager combines tasks with emails so that whenever someone sends an email to the recipient about a certain task, it will also appear as a task in his task list so he doesn’t have to look for it elsewhere if he needs to fplow up on it later on. Alegra offers some useful features too which will help you manage your call center better. One of them is Auto Attendant which gives your callers options in order to reach the right person quickly and easily without having to wait in a long queue or speak with an operator who will put their call on hpd for a long time while transferring them to different lines until they finally reach their intended person. Another benefit of Alegra is its Mobile App functionality which allows your employees to conduct business outside of office hours without having to switch between multiple softwares just to get basic information such as calls that came into your company while they aren’t in office hours or if they don’t want to miss any calls when they are away from their desktops or laptops.

Benefits of Integration of Salesmate.io and Alegra

Integration of Salesmate and AGRA increases efficiency and saves time and money for companies because it streamlines the sales process and makes it easier for sales managers and sales personnel to perform their tasks properly and achieve goals effectively. It also helps sales teams stay in touch with one another and stay updated on every prospect’s status through task reminders and call lists that are automatically updated when there is an update in any of the two systems. It also improves communication between sales agents and management because calls and tasks are automatically logged into CRM system when agents make calls or send a message directly from a contact card in Salesmate.io instead of having to fill up a form manually which takes a lot more time than simply sending a quick email or making a quick call here and there while being on a call with a client or prospect who highly values your time since you have come all the way from your company just to meet them at their offices or showroom etc. In addition, it allows your employees to work remotely from their mobile app so that they don’t have to switch between multiple softwares just to get basic information such as calls that came into your company while they aren’t in office hours or if they don’t want to miss any calls when they are away from their desktops or laptops etc. If you want an effective spution for your sales process management problems, I recommend you integrate Salesmate.io with Alegra because it offers many useful features which will benefit you greatly in terms of efficiency and savings in terms of time and money spent on creating forms manually instead of using task reminders which don’t take much time but will lead to poor efficiency since it may be forgotten or lost over time if someone forgets to check it often enough etc. In addition, integration of these two systems will allow you to optimize your sales process by letting you view all the information that is available in both systems in one place instead of having them in separate places which would be extremely inconvenient especially when you want to compare information between two systems in order to analyze certain data points etc. Therefore, I recommend you integrate Salesmate with Alegra because it will lead you towards success in terms of efficiency in terms of time saving etc., besides leading you towards success in terms of revenue generation due to an increase in efficiency which results in better performance at work etc..

The process to integrate Salesmate.io and Alegra may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.