Integrate Salesmate with SiteOrigin Widgets Bundle

Send information between Salesmate and SiteOrigin Widgets Bundle automatically, without writing any code, using Zoho Flow.

Build your own integrations between Salesmate and SiteOrigin Widgets Bundle

Connect Salesmate and SiteOrigin Widgets Bundle with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and SiteOrigin Widgets Bundle using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Form entry submitted

Triggers when a new form entry is submitted

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Fetch contact

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

Fetch deal

Fetches the details of a deal by title or ID

Fetch company

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

Fetch activity

Fetches the details of an activity by title or 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.

CRM

What is SiteOrigin Widgets Bundle?

SiteOrigin Widgets Bundle is a widget builder WordPress plugin that helps users build modern, responsive, and engaging widgets on their WordPress site.

Forms WordPress Plugins

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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