Salesmate and Salesflare

How to connect Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Start a workflow when this happens

Show 12 more triggers

New Contact Note — Triggers when a new contact note is created.
New Custom Module Record — Triggers when a new record is created for custom selected module.
New Custom Module Record Note — Triggers when a new note is created for selected custom module
New De-Activated User — Triggers when a user is de-activated.
New Deal — Triggers when a new deal is created.
New Deal Note — Triggers when a new deal note is created.
New User — Triggers when a new user created.
Update Activity — Triggers when a new activity update is found.
Update Company — Triggers when a new company update is found.
Update Contact — Triggers when a new contact update is found.
Update Custom Module Record — Triggers when a record is updated for selected custom module.
Update Deal — Triggers when a new deal update is found.

Things Salesflare can make it do

Add New User — Created new User, probably with input from previous step.
Add Note — Adds Note based on previous step.
Add Note for Custom Module — Adds Note based on previous step.
Create Activity — Creates a new Activity, probably with input from previous steps.
Create Company — Creates a new Company, probably with input from previous steps.

Show 16 more actions

Create Contact — Creates a new Contact, probably with input from previous steps.
Create Custom Module Record — Creates a new Custom Module Record, probably with input from previous steps.
Create Deal — Creates a new Deal, probably with input from previous steps.
Find or Create a Company — x
Find or Create a Deal — x
Find or Create a Record — x
Find or Create an Activity — x
Find or create a contact — x
Random User — Select a random user from active user
Update Activity — Update Activity, probably with input from previous steps.
Update Company — Update Company, probably with input from previous steps.
Update Contact — Update Contact, probably with input from previous steps.
Update Custom Module Note — Updates a note based on previous step.
Update Custom Module Record — Update Record, probably with input from previous steps.
Update Deal — Update Deal, probably with input from previous steps.
Update Note — Updates a note based on previous step.

Look up existing records

Show 11 more searches

Search User — Find an User based on different fields.
Search for Total Rows in Activity — Searches Total Rows in Activities
Search for Total Rows in Company — Searches Total Rows in Company
Search for Total Rows in Contacts — Searches Total Rows in Contacts
Search for Total Rows in Deal — Searches Total Rows in Deal
Search for Total Rows of Selected Custom Module — Searches Total Rows of Selected Custom Module
Search or Create Activity — Search or create Activity , if activity does not exist.
Search or Create Company — Search or create Company, if does not exist. Optionally, create one if none are found.
Search or Create Contact — Search or create Contact , if contact does not exist.
Search or Create Custom Module Record — Search or create custom module Record , if record does not exist.
Search or Create Deal — Search or Create a deal , if deal does not exist.