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
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.
Initiate a welcome email using Office 365 when a new company is created in Salesmate
Salesmate + Office 365
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.
Create a new contact in Office 365 whenever a new contact is created in Salesmate
Salesmate + Office 365
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
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
Company created
Triggers when a new company is created
Event updated
Triggers when any detail of an existing event is updated
Contact added
Triggers when a new contact is added
Calendar added
Triggers when a new calendar is added
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
Create contact
Creates a new contact
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create event
Creates a new event in the selected calendar
Update event
Updates the details of an existing event by ID
Update user
Updates the details of a user by ID
Update contact
Updates the details of an existing contact by ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch user
Fetches the details of a user by display name
Invite user
Invites the specified user to your group
Find contact folder
Finds a contact folder using name
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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
