Integrate CompanyHub with Mattermark
Send information between CompanyHub and Mattermark automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate CompanyHub and Mattermark using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created
Triggers when a new record is created in a specified custom table
All Actions - Actions are the automated tasks
Create record
Creates a new record in custom table
Update record
Updates a record in specified table
Find record
Finds an existing record in the specified table that matches your search query
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch investor using filters
Fetches the details of an existing investor using filters
What is CompanyHub?
CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.
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What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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