Add Note in Salesmate when New Relationship in Parma
Create Activity in Salesmate when New Relationship in Parma
Create Company in Salesmate when New Relationship in Parma
Search User in Salesmate when New Relationship in Parma
Create Contact in Salesmate when New Relationship in Parma
Search Activity through Salesmate when New Relationship in Parma
Search Company in Salesmate when New Relationship in Parma
Search Contact in Salesmate when New Relationship in Parma
Triggers when a new relationship 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.
Finds an activity based on different fields
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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.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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