Salesmate CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises. It is an all-in-one cloud based CRM that enriches customer interactions, boosts sales productivity and helps win more deals.


salesmate

Salesmate

<InfoBox>**[GETTING STARTED GUIDE](/help/features/getting-started/): How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Salesmate** CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises. It is an all-in-one cloud based CRM that enriches customer interactions, boosts sales productivity and helps win more deals.

**Below you'll find detailed information, specifically for Salesmate integrations:**

## Supported Salesmate Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="salesmate" />

## Authorizing Salesmate

We connect with both monthly and yearly Salesmate plans.  
To authorize, enter your Salesmate **subdomain** (i.e. the part _before_ .salesmate.io) in the first field.  
You also need to enter an **access key**, **secret key** and **session key**. You may find/generate these on your Salesmate _My Account_ page > _Access / API Key_.

![](//images.ctfassets.net/f2ysq090txql/2OPFRu82eysW8Zy4nEAMU2/1ee11c47ce961d7fad1dabafb2a91ae7/1.png)

If you already authorized Salesmate account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/5sO1vTxQVWkMDFwDSffCPx/35901cc3b67589f626e0f04e9f19c8a6/2.png)

## \[IF\] Supported Conditions/Filters

*   HAS/DOES NOT HAVE TAG
*   GETS DELETED
*   OWNED/NOT OWNED BY
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/4WGHquz2emBLxhT9tF9Aj1/fc4f5b4af910a6c36376e44467791141/3.png)

![](//images.ctfassets.net/f2ysq090txql/4RcWc0sPObnhtboCTTLyVR/5776957926b7e5d900e31ee133e3d1dc/4.png)

## \[THEN\] Supported Actions

*   TAGGING
*   UPDATING OWNERSHIP
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6NsulTXsNFBfpSft5QefXY/32bcd85b0177939f03a098312b92b490/5.png)

![](//images.ctfassets.net/f2ysq090txql/1muYH0wUaTSQroxnJR18Gz/742baa7fb753c8554e0574a5d2fd1da4/6.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Salesmate fields being mapped by default. For instance, in a connection with [Google Contacts](/help/connector-apps/google-contacts/), the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/3Yq7fE8eBXUXXr3aQuHBzi/5f3e84611f27863d8915fff34b4f13b9/7.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B</InfoBox>

## Customizable Field Mapping

You can custom map your Salesmate Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/2Q6pVHcdgJSAmtzFuuPj6i/0dad249a6098be4bc01d41b48b1633e2/8.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Salesmate, you are able to [**SYNC DELETIONS**](/help/features/syncing-deletions/). When a contact gets deleted in one app, we add the tag 'PieSync Trash'  to that same contact in the other. You will be able to review this segment first before deleting or taking any other action in the other app too. 

![](//images.ctfassets.net/f2ysq090txql/2YQpUV16QbuPXaQqvWdrMj/57afc6b059729260925be14e61566e84/9.png)

### Syncing Unsubscribes

In connections between Salesmate and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Salesmate. You will be able to review this segment first before taking any action in Salesmate too.

![](//images.ctfassets.net/f2ysq090txql/46kU3kKQX1SQaCufWqiBhD/7a0765e2f051be612e23f15008ebd89a/10.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</TipBox>

Salesmate CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises  It is an all in one cloud based CRM that enriches customer interactions  boosts sales productivity and helps win more deals   Below yo…

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

google contacts logo

Google Contacts

zendesk

Zendesk

wave

Wave

getresponse

GetResponse

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

chargebee

Chargebee

logo-cin7

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

clio

Clio

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

ERPNext logo

ERPNext

espocrm

EspoCRM

eventbrite 2018

Eventbrite

eztexting

EZ Texting

facebook-lead-ads

Facebook Lead Ads

facten

Facten

fastbill

FastBill

finfolio

FinFolio

flexmail

Flexmail

followupboss

Follow Up Boss

freeagent

FreeAgent

freshbooks

FreshBooks

FreshBooks Classic

freshdesk icon sf

Freshdesk

freshsales

Freshsales

Front logo

Front

funnelflare

FunnelFLARE

Gist (formerly ConvertFox)

g-invert-box-hires-01

Greenhouse

GreenRope

groove

Groove

happygh

Happy Grasshopper

blog hd blog icoon

HelloDialog

helpscout

Help Scout

highrise

Highrise

hubspot logo

HubSpot

HubSpot Marketing Hub

HubSpot Service Hub

Start syncing your Salesmate contacts
two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Salesmate with one of our 216 apps

Related Salesmate resources

Announcing 2-Way Contact Sync between Salesmate and many other apps

Help Articles related to syncing Salesmate

Salesmate

Start syncing your Salesmate contacts two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Salesmate with one of our 216 apps

Related Salesmate resources

Announcing 2-Way Contact Sync between Salesmate and many other apps

Help Articles related to syncing Salesmate

Salesmate

Start syncing your Salesmate contacts
two-way with more than 210 other apps