Integrate Tookan with Salesmate
Send information between Tookan and Salesmate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Salesmate for every new order placed through Tookan
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Salesmate whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Salesmate.
Set up a new deal in Salesmate for every new order placed through Tookan
Tookan + Salesmate
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Supported triggers and actions
Integrate Tookan and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
Order created
Triggers when a new order 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
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create pickup task
Creates a new pickup task
Create agent
Creates a new agent
Create customer
Creates a new customer
Create delivery task
Creates a new delivery task
Create pickup and delivery task
Creates a new pickup and delivery task
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
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
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