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Integrate Salesmate with Office 365
Send information between Salesmate and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a welcome email using Office 365 when a new company is created in Salesmate
Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Office 365 for every new company created within Salesmate.
How it works
- The flow triggers when a new company is created in Salesmate.
- Zoho Flow creates and sends an email to a recipient in Office 365.
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Initiate a welcome email using Office 365 when a new company is created in Salesmate
Salesmate + Office 365
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Create a new contact in Office 365 whenever a new contact is created in Salesmate
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Office 365 whenever 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 Office 365.
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Create a new contact in Office 365 whenever a new contact is created in Salesmate
Salesmate + Office 365
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Build your own integrations between Salesmate and Office 365
Connect Salesmate and Office 365 with over 800+ 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 Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal created
Triggers when a new deal is created
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Activity created
Triggers when a new activity is created
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Event updated
Triggers when any detail of an existing event is updated
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Contact added
Triggers when a new contact is added
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Calendar added
Triggers when a new calendar is added
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Email received
Triggers when a new email is received
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Event added
Triggers when a new event is added in the selected calendar
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create activity
Creates a new activity
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Create company
Creates a new company
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Create contact
Creates a new contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch activity
Fetches the details of an activity by title or ID
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Fetch deal
Fetches the details of a deal by title or ID
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Create contact
Creates a new contact
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Send email
Creates and sends an email to a recipient
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Add user
Adds a new account user
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Create event
Creates a new event in the selected calendar
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Update event
Updates the details of an existing event by ID
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Update user
Updates the details of a user by ID
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Update contact
Updates the details of an existing contact by ID
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Fetch event
Fetches the details of an existing event by title or ID
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Fetch user
Fetches the details of a user by display name
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Invite user
Invites the specified user to your group
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Find contact folder
Finds a contact folder using name
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Fetch contact
Fetches the details of an existing contact 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.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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