Integrate Salesmate with SimpleSign

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

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Create a new contact in SimpleSign whenever a new contact is created in Salesmate

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in SimpleSign each time 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 adds a new recipient into your contact directory in SimpleSign.
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Create a new contact in SimpleSign whenever a new contact is created in Salesmate

Salesmate + SimpleSign

Build your own integrations between Salesmate and SimpleSign

Connect Salesmate and SimpleSign with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

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

Document updated

Triggers when a document is sent, signed, or rejected

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 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

Update contact

Updates the details of an existing contact

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

Add recipient

Adds a new recipient into your contact directory

Send reminder

Sends a reminder to the specified recipients

Update recipient

Updates the details of an existing recipient

Fetch document

Fetches the details of an existing document

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 SimpleSign?

SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.

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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