Create integrations between Salesmate and ProjectManager
Add Note in Salesmate when New User in Projectmanager
Create Activity in Salesmate when New User in Projectmanager
Create Company in Salesmate when New User in Projectmanager
Search User in Salesmate when New User in Projectmanager
Create Contact in Salesmate when New User in Projectmanager
Create Deal in Salesmate when New User in Projectmanager
Update Activity in Salesmate when New User in Projectmanager
Update Company in Salesmate when New User in Projectmanager
Update Contact in Salesmate when New User in Projectmanager
Update Deal in Salesmate when New User in Projectmanager
Actions and Triggers
When this happensTriggers
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
Do thisActions
Add Note
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.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
About Salesmate
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 MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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