Add Note in Salesmate when New Project in Domo
Create Company in Salesmate when New Project in Domo
Create Deal in Salesmate when New Project in Domo
Update Company in Salesmate when New Project in Domo
Search Activity through Salesmate when New Project in Domo
Search Contact in Salesmate when New Project in Domo
Create Activity in Salesmate when New Task in Domo
Search User in Salesmate when New Task in Domo
Update Deal in Salesmate when New Task in Domo
Search Activity through Salesmate when New Task in Domo
Triggers when new Project is Created.
Triggers when new Task is Created.
Triggers When new Card is Created .
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal
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Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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