Integrate LeanKit with Salesmate

Send information between LeanKit and Salesmate automatically, without writing any code, using Zoho Flow.

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Create deal in Salesmate for new card in LeanKit

If you have a board where you add follow-up tasks for successful deals, you'll want to log them in your CRM as soon as the task is created. This flow automates that process⁠—every time a new card is added to a set board in LeanKit, a new deal is created in Salesmate.

How it works
1. A new card is created in LeanKit.
2. Zoho Flow automatically creates a deal in Salesmate for the new card.
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Create deal in Salesmate for new card in LeanKit

LeanKit + Salesmate

Build your own integrations between LeanKit and Salesmate

Connect LeanKit and Salesmate with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LeanKit and Salesmate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New card

Triggers when a new card is created in the selected board

Card moved

Triggers when a card is moved within the selected board

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Add comment

Adds a comment to the selected card

Add comment by external ID

Adds a comment to a card using external ID

Move card within a board by external ID

Moves a card within a board using external ID

Create card

Creates a new card in the selected board

Move card to another board

Moves a card from one board to another

Update card

Updates an existing card

Move card to another board by external ID

Moves a card from one board to another using external ID

Move card within board

Moves a card from one lane to another in the selected board

Fetch card

Fetches an existing card by title

Create contact

Creates a new contact

Create activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

What is LeanKit?

LeanKit is project management software that lets you plan and manage your tasks efficiently. Organize tasks on customizable boards, visualize processes with verticals lanes, and share status updates with your team.

Project Management

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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