Create integrations between Swiftype and Salesmate
Add Note in Salesmate when New Document in Swiftype
Create Activity in Salesmate when New Document in Swiftype
Create Company in Salesmate when New Document in Swiftype
Search User in Salesmate when New Document in Swiftype
Create Contact in Salesmate when New Document in Swiftype
Create Deal in Salesmate when New Document in Swiftype
Update Activity in Salesmate when New Document in Swiftype
Update Company in Salesmate when New Document in Swiftype
Update Contact in Salesmate when New Document in Swiftype
Update Deal in Salesmate when New Document in Swiftype
Actions and Triggers
When this happensTriggers
New Document
Triggers when a new Documents is created.
Do thisActions
Create Document
Creates a new Document.
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.
Frequently Asked Questions
About Swiftype
Improve your website or app’s search function with Swiftype. Our easy-to-use tool helps users find what they need quickly and efficiently.
Learn MoreAbout 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 More
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