Integrate Salesmate with Wild Apricot
Send information between Salesmate and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Wild Apricot each time a new contact is created in Salesmate
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Wild Apricot each time a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Wild Apricot.
Create a new contact is in Wild Apricot each time a new contact is created in Salesmate
Salesmate + Wild Apricot
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Supported triggers and actions
Integrate Salesmate and Wild Apricot 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
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Event created or updated
Triggers when an event is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Payment created or updated
Triggers when a payment is created or updated
Contact created or updated
Triggers when a contact is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
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 contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
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
Fetch event registration
Fetches the details of an existing event registration
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
Fetch contact
Fetches the details of an existing contact
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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