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Salesmate.io + ClickUp Integrations

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

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 ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

ClickUp Integrations
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Best Salesmate.io and ClickUp Integrations

  • Salesmate.io Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Salesmate.io MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Salesmate.io Google Calendar

    ClickUp + Google Calendar

    Turn ClickUp tasks into Google Calendar events Read More...
    When this happens...
    Salesmate.io New Task
     
    Then do this...
    Google Calendar Create Detailed Event
    Integrate ClickUp with Google Calendar and turn your ClickUp tasks into events in Google Calendar and get reminders right on time. When you set up this integration, it will automatically create a Google Calendar event with the title of the task. This is great for scheduling follow-up meetings or calling your co-workers about specific tasks.
    How This ClickUp-Google Calendar Integration Works
    • A new task is created in ClickUp
    • Appy Pie Connect turns that task into a detailed Google Calendar event
    Apps Involved
    • ClickUp
    • Google Calendar
  • Salesmate.io Google Sheets

    ClickUp + Google Sheets

    Add new rows in the Google Sheets for new tasks in ClickUp Read More...
    When this happens...
    Salesmate.io New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    The process of sending actionable data to Google Sheets is quite valuable for data storage, but it can be time-consuming. This ClickUp-Google Sheets interface streamlines a time-consuming process. This integration inserts new tasks from ClickUp to a Google Sheet row automatically. Once active, whenever a new task is created on ClickUp, Appy Pie Connect will automatically add them to Google Sheets as a new row.
    How This ClickUp-Google Calendar Integration Works
    • A new task is created in ClickUp
    • Appy Pie Connect turns that task into a detailed Google Calendar event
    What You Will Require
    • ClickUp
    • Google Sheets account
  • Salesmate.io Slack

    ClickUp + Slack

    Send Slack channel notifications for new ClickUp tasks Read More...
    When this happens...
    Salesmate.io New Task
     
    Then do this...
    Slack Send Channel Message
    ClickUp projects are a great way to assign a task management system for your business. With Appy Pie Connect, you can now keep Slack completely synchronized with ClickUp. As soon as a new task is created in ClickUp, it will instantly send a notification to Slack and display the task in the channel without any hassle.
    How This ClickUp-Slack Integration Works
    • A new task is created in ClickUp
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • ClickUp account
    • Slack account
  • Salesmate.io Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Salesmate.io + ClickUp 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 Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    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 Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Salesmate.io & ClickUp 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 ClickUp as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ClickUp 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 ClickUp

Salesmate.io is an online sales CRM system which can be used to simplify the work of sales reps in their daily activities. It has many built-in tops like email marketing, lead generation, and access to Dropbox, Google Drive, and Salesforce. It also offers integration with all major cloud-based applications including Salesforce.com. This integration will be very useful for small companies who use Salesforce.com but don’t have sufficient funds to hire a dedicated sales rep or sales associate to use Salesforce. It also allows the sales team to be completely mobile. The best thing about Salesmate.io is that all of its features are provided at no cost for the first 10 users. The only actual cost is $14 per user per month after this free trial period.

ClickUp lets you create powerful workflows so your team can move projects forward without waiting on each other. Create tasks, assign due dates, set notifications, and share files with your team. With our simple interface, you’ll get the job done quickly and easily. Get on top of all your work from one screen with ClickUp!

Integration of Salesmate.io and ClickUp opens new avenues for small businesses to achieve more from their current resources.

Benefits of Integration of Salesmate.io and ClickUp:

  • Cloud-based software apps can be used by a single salesman at a time while Salesmate.io can be used by a larger number of people on a team without any limit on the number of users.
  • The use of Salesmate.io helps in increasing the productivity level of a team while using ClickUp increases efficiency of a team.
  • Using the two softwares together cuts down paperwork which is usually required in case of execution of manual processes.
  • A user gets access to tops from both the systems from a single interface if they have been integrated together.

The combination of Salesmate.io and ClickUp will benefit users because more efficient work can be achieved through a more efficient workflow process between them. Moreover, a user will only have to purchase one of these softwares instead of buying several others that do similar things to these two softwares combined. Integration of Salesmate.io with ClickUp is simple and easy and with it you can make the most out of the available resources within your organization without spending too much money on purchasing multiple cloud-based softwares for different processes.

The process to integrate Salesmate.io and ClickUp 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.