This automation scenario allows you to connect Salesmate and Android
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesmate and Android can also be integrated using automation tools other than integromat:
When this trigger fires in Salesmate
Triggers when a new deal is created.
Then this action happens in Android
Sends a push notification to a selected device.
This guide contains information on how to set up an automatic workflow that allows to Send Android push notifications for new Salesmate CRM deals.
Part I
First, we need to connect Salesmate and Android to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesmate to Make.com.
Give Make.com access to your Salesmate account, using Salesmate credentials.
Connect Android to Make.com.
Give Make.com access to your Android account, using Android credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Salesmate
Choose the following trigger: Watch Deals (Triggers when a new deal is created.).
Then set up an Action for Android
Choose this action: Send a push notification (Sends a push notification to a selected device.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesmate and Android.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Android push notifications for new Salesmate CRM deals!
Triggers when a New Contact is created.
Triggers when a New Deal is created.
Triggers when a New Company is created.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a New Activity is created.
Sends a push notification to a selected device.
Sends a text message.
Creates a new contact on a device.
Turns off WiFi on a target device.
Turns on WiFi on a target device.
Uploads a photo to a device.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.