Connect Zoho Mail and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Tag
Create a new tag in zoho mail.
Send Mail
Send a new email.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
Know More About Zoho Mail and Salesmate Integrations
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Frequently Asked Questions
To start, connect both your Zoho Mail and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Mail and Salesmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Mail
Zoho Show is a powerful online presentation tool that allows users to create, collaborate, and deliver stunning presentations.
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.
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