?>

Salesmate.io + monday.com Integrations

Syncing Salesmate.io with monday.com is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations
Connect Salesmate.io + monday.com in easier way

It's easy to connect Salesmate.io + monday.com 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 Item

    Triggers when a new item is created on all boards.

    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.

How Salesmate.io & monday.com 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 monday.com as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate monday.com 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 monday.com

Salesmate.io?

Salesmate.io is a software-as-a-service (SaaS. business management platform for small and medium-sized businesses (SMBs. The SaaS model is used to develop the product, instead of the company owning or leasing software, renting access to it.

monday.com?

monday.com is the world’s first fully integrated sales automation system that combines real-time sales data with project management, business intelligence, and calendar tops. With monday.com, sales teams can see what they need to do at any time, track their activity, and cplaborate with their team to achieve better results.

Integration of Salesmate.io and monday.com

In order to integrate the two programs more closely, I’d suggest some changes be made to each one. First of all, Salesmate should include more features, such as a CRM module. In addition, they should also add a way for clients to track their projects and communicate with their employees. The CRM module would be a good start for this feature list. Furthermore, Salesmate should make a way for clients to view a breakdown of their project’s total cost on a weekly basis. If a client has a project that is only partially completed, they must have the ability to continue tracking that project from within Salesmate without being forced to sign into monday.com or create another profile.

In addition, monday.com should allow its users to track their projects from inside Salesmate. In other words, if a client is using monday.com for their project management needs, they should have the ability to have both platforms communicate with one another so that they can keep track of their projects from either platform.

Benefits of Integration of Salesmate.io and monday.com

The benefits of integrating Salesmate with monday.com are as fplows. both clients and sales managers can now access sales information from sales managers in real time; sales managers will now be able to track their sales team’s progress on a per-project basis; and customers can now access their sales data from inside Salesmate as well as from inside monday.com. These changes will allow sales managers and customers to view their sales data from both platforms, which was previously impossible without the use of an extra application like Google Sheets or Excel. Furthermore, customers can now communicate with their sales team and sales managers through Salesmate without having to make use of email or phone calls; all messages sent by customers will be delivered directly into the inboxes of the sales team member(s. assigned to that client account.

The process to integrate Salesmate.io and monday.com 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.