Use Cases
- Quickly add new companies to Salesmate CRM
- Streamline data entry processes for sales teams
- Reduce manual errors in company record management
How It Works
Initiate the workflow by clicking the manual trigger Input company details in the Salesmate node Execute the workflow to create the company in Salesmate
Setup Steps
- 1Import the workflow template into n8n
- 2Click on the 'execute' button to start the process
- 3Fill in the required fields for the company in Salesmate
- 4Run the workflow to add the company
Apps Used
Salesmate
Categories
Target Roles
Industries
Tags
#workflow management
#process automation
#email automation