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Salesmate.io + CloudTalk Integrations

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

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 CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

CloudTalk Integrations

Best Salesmate.io and CloudTalk Integrations

  • Salesmate.io Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    Salesmate.io New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • Salesmate.io Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    When this happens...
    Salesmate.io New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk 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 + CloudTalk in easier way

It's easy to connect Salesmate.io + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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

    Create a contact.

  • Update Contact

    Update an existing contact.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate CloudTalk 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 CloudTalk

Salesmate.io, a company launched in 2015 by CEO and founder David Roozendaal, is a team-based sales platform that works to help small businesses manage their sales processes. CloudTalk, an app founded in 2013 by CEO and founder Michael Chasen, is a cloud-based communication platform that provides a way for its users to interact with each other. The two companies have recently integrated their operation in order to provide a seamless experience for their clients.

The SalesMate.io team has worked hard to create a highly functional, easy-to-use web application. In order to remember the features of this platform, it may be helpful to picture a scene from ‘The Lion King’. In this scene, Simba and Timon are building a treehouse while Pumbaa is eating bugs. As the bugs approach Pumbaa, he looks up and exclaims “Help!” The SalesMate team is similar to Simba and Timon, and the bugs represent the sales and marketing needs of their clients. They work together to build sputions for their clients and proactively ask them what they need in order to further improve the platform.

CloudTalk is a cloud-based platform that connects people everywhere at once through messaging, voice, and video calls. It also provides tops such as file sharing and screen sharing in order to make cplaboration easier. It has been used by brands such as GoPro, Microsoft, and Time Inc.

The integration between Salesmate and CloudTalk will allow the companies to communicate seamlessly with each other in order to provide a better service for their clients and customers. One of the main benefits of doing so is the ability to view all communications in one place at once when using their products. Rather than having to log into multiple platforms in order to view all customer interactions, customers will be able to view all of their interactions in one place. This feature will allow customers to contact their customers more quickly and efficiently. Another benefit of this integration is the ability to view all of their interactions in one place, allowing their customers to work more efficiently by being able to see all of their current interactions at once. Customers of the two platforms will also be able to integrate these platforms with their business apps of choice, ensuring that they can choose whichever apps are best for them.

The Salesmate.io team strives to create quality software that helps small businesses manage their sales processes. By integrating Salesmate with CloudTalk, they are able to provide this product to their clients more effectively. The integration between Salesmate.io and CloudTalk allows both companies to communicate effectively with each other, providing a more efficient service for their clients and customers.

The process to integrate Salesmate.io and CloudTalk 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.