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.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
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It's easy to connect Salesmate.io + PDFMonkey 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 a document's generation is complete and successful.
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.
Find a document in PDFMonkey.
Generate a new document
SalesMate.io is a sales CRM platform that integrates with Google Apps and Salesforce. This software enables sales professionals to manage and track prospects and customers. It can be integrated with Adobe Acrobat (and other PDF apps. and Microsoft Word to edit and create PDFs and also email them directly from SalesMate. The software boasts features such as:
Automated fplow-up emails based on client activity
Screen sharing for appointments
Free Salesmate accounts for up to 5 users
Free PDFMonkey accounts for up to 5 users
PDFMonkey is a free online top that allows you to convert any document into a PDF. You can upload your documents or download files straight from the web and convert them into PDFs. PDFMonkey’s features include:
A free account that allows you to create 5 PDFs per day. If you need more, there are paid plans available.
Convert any file into a PDF – Word docs, PowerPoint slides, Keynote slides, Excel spreadsheets, images, HTML pages, etc.
Add a password to your PDFs so your sensitive material isn’t easily accessible.
SalesMate.io has been integrated with PDFMonkey in order to allow users to send out marketing material in a more convenient manner. This integration gives SalesMate users the ability to automatically convert their PDFs into Word documents and email them out directly from SalesMate’s cloud-based CRM system. For example, if a SalesMate user creates a marketing flyer in Adobe InDesign and wants to send it out to a number of potential clients, he or she can quickly email it to those contacts without having to leave the SalesMate interface at all. With PDFMonkey, these files can be converted from InDesign documents into Word documents so they can be sent through SalesMate’s email system.
The integration gives SalesMate users the ability to send out marketing materials – such as flyers – with ease via email, saving them time and money on printing and mailing costs. Additionally, it reduces the amount of data entry that sales professionals must do by allowing them to convert their Word or PDF files into Excel spreadsheets, which can then be imported into Salesmate. This saves time when entering data about new contacts because it eliminates manual reentry of information. Not only does this integration save time, but it also saves money by making the process of converting Word documents into PDFs less costly than printing out physical copies of documents for people to read.
The process to integrate Salesmate.io and PDFMonkey 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.