Connect your monday.com boards with Salesmate CRM and automate your sales processes without manually copying customer or lead information between platforms.
With this integration, you can trigger automations based on changes in your monday.com board and automatically create, update, or manage records in Salesmate.
What you can do
Create, update, and delete contacts in Salesmate
Create, get, update, and delete deals
Create, get, and delete activities
Manage opportunities and other supported Salesmate data
Map information dynamically from your monday.com board, including name, email, phone number, company details, and other fields
Automatically save the Salesmate Contact ID or other returned information back to the relevant monday.com item
Example Use Case
For example, when the status of a lead in monday.com changes to "Working on it", the integration can automatically create a contact in Salesmate using the information stored in your monday.com columns.
You can then use the returned Salesmate Contact ID to update the original monday.com item, keeping both platforms synchronized.
This helps sales teams:
Reduce manual data entry
Keep customer information synchronized
Automate lead and contact management
Improve sales workflow efficiency
Connect monday.com processes with Salesmate CRM
🔗 Get Started
Install the app from the monday.com Marketplace and connect your Salesmate account using your Salesmate API token.
Need help setting up your automation or have questions about the integration?
Codex Solutions International specializes in automation, custom integrations, and business process automation. We build custom apps and integrations that help businesses connect their favorite platforms and automate repetitive workflows.
Security & Compliance
The app developer did not provide the security and compliance information for this app.
Reviews
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Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
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"description": "<p><strong>Salesmate Integration for </strong><a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>monday.com</strong></a></p><p>Connect your <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>monday.com</strong></a><strong> boards with Salesmate CRM</strong> and automate your sales processes without manually copying customer or lead information between platforms.</p><p>With this integration, you can trigger automations based on changes in your <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> board and automatically create, update, or manage records in Salesmate.</p><p><strong>What you can do</strong></p><ul><li><strong>Create, update, and delete contacts</strong> in Salesmate</li><li><strong>Create, get, update, and delete deals</strong></li><li><strong>Create, get, and delete activities</strong></li><li>Manage <strong>opportunities</strong> and other supported Salesmate data</li><li>Map information dynamically from your <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> board, including <strong>name, email, phone number, company details, and other fields</strong></li><li>Automatically save the <strong>Salesmate Contact ID</strong> or other returned information back to the relevant <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> item</li></ul><p><strong>Example Use Case</strong></p><p>For example, when the status of a lead in monday.com changes to <strong>\"Working on it\"</strong>, the integration can automatically create a contact in Salesmate using the information stored in your monday.com columns.</p><p>You can then use the returned Salesmate Contact ID to update the original <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> item, keeping both platforms synchronized.</p><p>This helps sales teams:</p><ul><li>Reduce manual data entry</li><li>Keep customer information synchronized</li><li>Automate lead and contact management</li><li>Improve sales workflow efficiency</li><li>Connect monday.com processes with Salesmate CRM</li></ul><p><strong>🔗 Get Started</strong></p><p>Install the app from the <strong>monday.com Marketplace</strong> and connect your Salesmate account using your Salesmate API token.</p><p>Need help setting up your automation or have questions about the integration?</p><p>📅 <strong>Book a consultation:</strong> <a href=\"https://calendly.com/codexsolutionsintl?utm_source=chatgpt.com\" rel=\"noopener noreferrer\" target=\"_blank\">https://calendly.com/codexsolutionsintl</a></p><p><strong>About Codex Solutions International</strong></p><p><strong>Codex Solutions International</strong> specializes in automation, custom integrations, and business process automation. We build custom apps and integrations that help businesses connect their favorite platforms and automate repetitive workflows.</p>",
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