Integrate Salesmate with Zoho Vault
Send information between Salesmate and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Zoho Vault 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
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
Share password with user groups
Shares the selected password with the specified user groups
Share folder to group
Shares the selected folder to the specified group
Share folder with users
Shares the selected folder with the specified users
Create folder
Creates a new folder
Share password with users
Shares the selected password with the specified users
Stop sharing password with users
Stop sharing the selected password with the specified users
Stop sharing password with user groups
Stop sharing the selected password with the selected user groups
Stop sharing folder with users
Stop sharing the selected folder with the specified users
Fetch user group
Fetches the details of an existing user group by name
Fetch folder
Fetches the details of an existing folder by name
Fetch user - By name
Fetches the details of an existing user by name
Fetch user - By email address
Fetches the details of an existing user using email address
Fetch password
Fetches an existing password by name
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.
Similar apps
What is Zoho Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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