CRM (Customer Relationship Management) > Salesmate
Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
CRM (Customer Relationship Management)
Salesmate
Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Find Pipeline
Triggers when a list of pipeline is requested.
Find Modules
Triggers when a list of modules is requested.
Find Records RelatedToModules
Triggers when a list of records is requested.
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 Task
Triggers when a new task is generated in Salesmate.
Test Trigger
This trigger is used by Zapier to test authentication. Triggers when new SalesMate account is connected and authenticated.
Create Activity
Creates a New Activity.
Create Company
Creates a New Company.
Create Contact
Creates a New Contact.
Create Deal
Creates a New Deal.
Create Task
Creates a new task in Salesmate whenever associated trigger is executed.
Update Activity
Updates an existing Activity.
Update Company
Updates an existing Company.
Update Contact
Updates an existing Contact.
Update Deal
Updates an existing Deal.
Find Activity
Finds an Activity by Title, ID or Type.
Find Company
Find a Company by Name, ID or Website.
Find Contact
Finds a Contact by Name, ID or Email.
Find Deal
Finds a Deal by Title, ID.
Find Activity or Create Activity
Find Activity or Create Activity
Find Company or Create Company
Find Company or Create Company
Find Contact or Create Contact
Find Contact or Create Contact
Find or Create Deal
Find or Create Deal
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
