Use Cases
- 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.
How It Works
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.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Salesmate credentials for authentication.
- 3Set up the parameters for company, deal, and activity creation.
- 4Test the workflow to ensure all nodes function correctly.
Apps Used
Salesmate
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation