Integrate Salesmate with Twist
Send information between Salesmate and Twist automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Twist 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
Thread added to channel
Triggers when a new thread is added to a channel
Message added
Triggers when a new message is added anywhere inside a conversation
Comment added
Triggers when a new comment is added in a thread
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
Post message
Posts a message to the selected conversation
Post comment
Posts a comment to the selected thread
Create channel
creates a new channel
Post thread
Posts a thread to the selected channel
Update channel
Updates the details of an existing channel
Fetch channel
Fetches the details of an existing channel by 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 Twist?
Twist is a team communication platform that provides teams a centralized place to grow their knowledge base and helps with organized, on-topic conversations that are accessible to everyone.
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