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.
Streamline T&E management from end to end. Zoho Expense has powerful features to handle travel and expenses, control spending, and customize and automate business tasks.Zoho Expense Integrations
It's easy to connect Salesmate.io + Zoho Expense 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 new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
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.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Salesmate.io is an application that was created to help the sales teams of the companies to manage their leads and contacts, and it can be integrated with Zoho Expense. The integration of Salesmate.io and Zoho Expense enables the users of both applications to share information and data.
Salesmate.io can be integrated with Zoho Expense so they can share information and data. The integration of the two applications is done through Zapier, a service that lets you connect different applications and services so they can exchange information and data. The integration process of these applications begins by creating a Salesmate.io account first. You can do this by logging into Salesmate.io using your Gmail account. Once you have successfully logged in to Salesmate.io, you can use Zapier to link it with your existing Zoho Expense account. To do this, go to the “Apps” section of Zapier and choose “Zoho Expense” from the list of available Zoho apps. Next, you need to create a new Zapier app by clicking on “Create New Zap” button. After clicking on the button, you will be taken to a form where you need to fill up some details about your new app. Fill out the form, save your changes, and your new Salesmate.io-Zoho Expense integration is now ready to use.
The integration of Salesmate.io and Zoho Expense enables both applications to share information and data with each other, which means that the users of both applications can work together without any issues. At the same time, the integration of Salesmate.io and Zoho Expense allows the sales teams of the companies to make better decisions, as they now have access to more information about their leads and contacts.
The process to integrate Salesmate.io and Zoho Expense 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.