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Salesmate.io + SharePoint Integrations

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

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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations
Connect Salesmate.io + SharePoint in easier way

It's easy to connect Salesmate.io + SharePoint 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 Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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 & SharePoint 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 SharePoint as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharePoint 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 SharePoint

Salesmate.io is a sales-driven platform for salespeople. It is developed by Salesmate, which are based in Canada.

Integration of Salesmate.io and SharePoint

SharePoint is a cplaboration top that can be used to share files or information with others. It is managed by Microsoft.

Salesmate.io has integrated with SharePoint, which allows sales teams to make more productivity. The integration of Salesmate.io and SharePoint enables salespeople to manage their leads, opportunities, quotations, etc. on Salesmate.io, then connect their data with SharePoint. This way, they are able to create more productive teamwork with the help of Salesmate.io and SharePoint integration.

Benefits of Integration of Salesmate.io and SharePoint

There are some benefits of integrating Salesmate.io and SharePoint:

  • Boost productivity. By integrating Salesmate.io and SharePoint, salespeople can work more efficiently and boost productivity. They do not need to waste time on looking up information or making notes manually as all the information will be saved in one place – Salesmate.io.
  • Manage leads. No matter how busy your salespeople are, they will always have access to the most up-to-date customer info such as email addresses, phone numbers, name and so on because all the info will be available in Salesmate.io. Also, by using Salesmate.io and SharePoint integration, you could drive more qualified leads because the information about each lead will be accessible at any time anywhere. It also allows you to send customized fplow-up emails and deliver personalized content to your customers that you could not send before.
  • Make better decisions. Your salespeople can make better decisions about their clients because they could use Salesmate’s integration with SharePoint to see details like social media activity, company profile and industry trends analysis etc. While they are working with Salesmate.io, they do not need to log into other systems again and again for this information.

The process to integrate Salesmate.io and SharePoint 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.