Connect Salesmate to monday.com
We build integrations that let monday.com drive Salesmate: a change on a board runs an action in Salesmate.
What monday.com can do in Salesmate
Actions a change on a board can run in Salesmate.
| Action |
|---|
| Company |
| Create company |
| Delete company |
| Get company |
| Get many companies |
| Update company |
| Activity |
| Create activity |
| Delete activity |
| Get activity |
| Get many activities |
| Update activity |
| Deal |
| Create deal |
| Delete deal |
| Get deal |
| Get many deals |
| Update deal |
Recipes
Each recipe is one change and what it does on the other side.
When an item's status changes in monday.com, run "Create company" in Salesmate.
Keep Salesmate as it is. We connect it to monday.com.
We build the integration around what you already have. Salesmate keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Salesmate and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Salesmate stays as it is
The integration connects to Salesmate the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Salesmate to monday.com
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Scope
We agree which system owns each record, which events should move it, and which board it lands on.
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Build the workflow
We build the workflow that carries data between Salesmate and monday.com and logs every run.
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Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Salesmate
Do we have to replace anything?
No. Salesmate stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Salesmate?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in CRM & Sales
See more in CRM & SalesTell us what Salesmate and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.