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.
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
Salesmate.io + Google ContactsAdd new Salesmate contacts to your Google Contacts account Read More...
Salesmate.io + MailChimpAdd Salesmate contacts to Mailchimp as new subscribers Read More...
ClickUp + Google SheetsAdd new rows in the Google Sheets for new tasks in ClickUp Read More...
It's easy to connect Salesmate.io + ClickUp without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
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:
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.