Integrate Salesmate with ZeptoMail
Send information between Salesmate and ZeptoMail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using ZeptoMail when a new company is created in Salesmate
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will dispatch a welcome email through ZeptoMail for newly created companies in Salesmate.
How it works
- The flow triggers when a new company is created in Salesmate.
- Zoho Flow sends an email to the selected email addresses in ZeptoMail.
Initiate a welcome email using ZeptoMail when a new company is created in Salesmate
Salesmate + ZeptoMail
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Supported triggers and actions
Integrate Salesmate and ZeptoMail 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
Email event occurred
Triggers when an email event (bounce, open, or click) occours
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 email
Sends an email to the selected email addresses
Send template email
Sends a template email to the selected email addresses
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 ZeptoMail?
ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.
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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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