Add Note in Salesmate when New Lead in Webtiger
Create Activity in Salesmate when New Lead in Webtiger
Create Company in Salesmate when New Lead in Webtiger
Search User in Salesmate when New Lead in Webtiger
Create Contact in Salesmate when New Lead in Webtiger
Search Activity through Salesmate when New Lead in Webtiger
Search Company in Salesmate when New Lead in Webtiger
Search Contact in Salesmate when New Lead in Webtiger
Add Note in Salesmate when New Contract in Webtiger
Create Activity in Salesmate when New Contract in Webtiger
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal 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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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
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 MoreWebtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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