Integrate Salesmate with Okta

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

Build your own integrations between Salesmate and Okta

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Supported triggers and actions

Integrate Salesmate and Okta using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Device identity events

Triggers when a device identity event occurs

User events

Triggers when a user events occurs

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create activity

Creates a new activity

Create contact

Creates a new contact

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 company

Fetches the details of a company by name, ID, or website

Fetch activity

Fetches the details of an activity by title or ID

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

Suspend user

Suspends the specified user

Assign a role to a user

Assigns a new role to a user

Unlock user

Unlocks the locked out user

Create user with password

Creates a new user with password

Activate user

Activates an inactive user

Deactivate user

Deactivates an user from your Okta people

Create user without credentials

Creates a new user without credentials

Unsuspend user

Unsuspends a suspended user

Reactive user

Reactives the specified user

Add user to a group

Adds the specified user to the group

Fetch group

Fetches the details of an existing group by group ID or name

Fetch people

Fetches the details of an existing user by user ID, login ID, name, or email address

Delete user

Deletes the specified user

Remove user from group

Removes the specified user from the selected group

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 Okta?

Okta is an identity and access management platform that enables secure access, authentication, automation, and more.

IT Security

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Rahul Roushan

CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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