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Salesmate
Workflow Management
Workflow Management
Eliminate manual tasks and focus on closing more deals by using workflow automation from Salesmate.
Basic Workflows
What are Workflows in Salesmate?
Automating Workflow
How do I automate date based events?
How to automatically add Teammates to Deals?
How can I create an Activity once the deal has been marked as WON
How to create an Activity automatically when an Open Activity has been marked Complete?
Using Webhooks
How to Automatically Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using Workflows
How to automatically send text messages (SMS)
How to create activities automatically when deal stage is updated?
