Manage Salesmate Companies, Deals, and Activities in a Single Workflow

• Automatically create and manage company records in Salesmate.
• Streamline deal management by automating updates and deletions.
• Efficiently track and update activities related to sales meetings.

Starts with the creation of a new company in Salesmate. Retrieves and updates company information based on user input. Creates new deals and manages their lifecycle through updates and deletions. Handles activities by creating, updating, and deleting meeting records.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure Salesmate credentials for authentication.
3. 3
   Set up the parameters for company, deal, and activity creation.
4. 4
   Test the workflow to ensure all nodes function correctly.