Integrate Salesmate with SpringEdge

Send information between Salesmate and SpringEdge automatically, without writing any code, using Zoho Flow.

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Dispatch a welcome message in SpringEdge for newly created contacts in Salesmate

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in SpringEdge when a new contact is created in Salesmate.

How it works
  1. The flow triggers when a new contact is created in Salesmate.
  2. Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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Dispatch a welcome message in SpringEdge for newly created contacts in Salesmate

Salesmate + SpringEdge

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Supported triggers and actions

Integrate Salesmate and SpringEdge 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

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

Send SMS

Sends an SMS to the specified mobile number

Send unicode SMS

Sends a unicode SMS to the specified recipient

Fetch delivery status

Fetches the delivery status of an SMS using message 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.

CRM

What is SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

Phone/SMS

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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