Integrate Salesmate with Order Desk
Send information between Salesmate and Order Desk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in Salesmate whenever a new order is created in Order Desk
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Salesmate for every new order created in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new deal in Salesmate.
A new deal in Salesmate whenever a new order is created in Order Desk
Order Desk + Salesmate
Build your own integrations between Salesmate and Order Desk
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Supported triggers and actions
Integrate Salesmate and Order Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Order created
Triggers when a new order is created
All Actions - Actions are the automated tasks
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
Add shipment
Adds a shipment to an order at Order Desk
Create order
Creates a new order
Change folder
Moves the specified order to a different folder
Update order
Updates the details of an existing order using order ID
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.
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What is Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
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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.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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