Integrate Salesmate with IT Portal
Send information between Salesmate and IT Portal automatically, without writing any code, using Zoho Flow.
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Add a new contact in IT Portal whenever a new contact is added in Salesmate
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in IT Portal 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 IT Portal.
Add a new contact in IT Portal whenever a new contact is added in Salesmate
Salesmate + IT Portal
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Supported triggers and actions
Integrate Salesmate and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are 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
Create company
Creates a new company
Create contact
Creates a new contact
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Create site
Creates a new site
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update address
Updates the details of an existing address
Fetch configuration
Fetches the details of an existing configuration
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch knowledge base article
Fetches the details of an existing knowledge base article
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 IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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