Create integrations between Salesmate and Way We Do
Add Note in Salesmate when New Comment in Way We Do
Create Activity in Salesmate when New Comment in Way We Do
Create Company in Salesmate when New Comment in Way We Do
Search User in Salesmate when New Comment in Way We Do
Create Contact in Salesmate when New Comment in Way We Do
Create Deal in Salesmate when New Comment in Way We Do
Update Activity in Salesmate when New Comment in Way We Do
Update Company in Salesmate when New Comment in Way We Do
Update Contact in Salesmate when New Comment in Way We Do
Update Deal in Salesmate when New Comment in Way We Do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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