Integrate Mattermark with Zoho SalesIQ
Send information between Mattermark and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mattermark and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation missed
Triggers when a conversation is missed
Conversation completed
Triggers when a conversation is completed
Department created
Triggers when a new department is created to the specified portal
Conversation created
Triggers when a new conversation is created
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation participants deleted
Triggers when a participant is removed from a conversation
Operator added
Triggers when a new operator is added
Conversation attender updated
Triggers when an operator picks up a chat
Conversation rated
Triggers when a conversation is rated
Conversation transfer initiated
Triggers when a conversation transfer is initiated
All Actions - Actions are the automated tasks
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Create article
Creates a new article
Associate operators to department
Associates operators to the selected department
Send message to latest conversation
Sends a message to the latest conversation
Disable department
Disables the selected department
Update operator status
Updates the status of an existing operator
Enable department
Enables the selected department
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
Similar apps
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
Similar apps
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Webhook triggers
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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.
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Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
