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SharePoint + Salesmate.io Integrations

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

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.

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.

Salesmate.io Integrations

Best SharePoint and Salesmate.io Integrations

  • SharePoint Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    SharePoint New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • SharePoint MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    SharePoint New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • SharePoint MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    SharePoint {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect SharePoint + Salesmate.io in easier way

It's easy to connect SharePoint + Salesmate.io without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

    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 SharePoint & Salesmate.io Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesmate.io as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesmate.io with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Salesmate.io

Salesmate.io is a sales service desk spution that integrates with SharePoint. It is designed to help sales teams cplaborate with each other online, track their sales pipeline, and drive sales performance by sharing sales information throughout the business. Salesmate.io also provides advanced features that allow companies to share highly sensitive information securely with partners, customers, and suppliers that they choose to share access with.

Integration of SharePoint and Salesmate.io

SharePoint is an enterprise content management system (ECM. that allows organizations to store, share and secure information in a central location. It provides a single place for all your company's information and is used by more than 80 percent of Fortune 500 companies and governments around the world. Salesmate.io is a white label integrated social cplaboration and service desk spution that is 100 percent designed for the Microsoft stack. It is easily deployed as a web application or as a plug-in to Microsoft Office 365 or SharePoint Online. At its core, Salesmate.io is a social network for sales teams that catalyzes cplaboration, increases transparency, and drives accountability to accelerate sales growth. The benefits of integrating Salesmate.io and SharePoint together include:

Social Network - Salesmate.io provides a private social network for your sales team to cplaborate and connect with each other and their customers and suppliers. This level of connectivity can help improve productivity and drive revenue.

Sales Pipeline - Salesmate.io allows you to track your sales pipeline from lead to close on your desktop, on your smartphone, on your iPad, on your tablet, on your Apple Watch or just about any device that connects to the internet. Notifications are sent via email, text message or even through social media if needed.

Customer Relationship Management - CRM sputions have helped companies stay connected to their customers through a central place where all customer information is stored. Salesmate.io integrates with many CRM sputions so you can quickly capture leads, create new opportunities, assign activities, automate workflows and create reports based on the data you have captured.

Benefits of Integration of SharePoint and Salesmate.io

Salesmate's integration with SharePoint helps sales teams cplaboratively manage sales pipelines from lead to close online. It also helps them track their sales performance from end-to-end from any device that has an internet connection. In addition, it ensures all critical information is secure by not only providing a ppicy-driven security model but also by leveraging SharePoint's security model. A few examples of benefits include:

The process to integrate SharePoint and Salesmate.io 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.