Badger Maps + Salesmate
Add notes in Salesmate for new check-ins in Badger Maps
Simplify your sales workflow with a seamless connection between Badger Maps and Salesmate. Each time a new check-in occurs in Badger Maps, a corresponding note is instantly created in Salesmate. This automation not only saves time but helps you keep track of client meetings and interactions, ensuring you never miss out on important details again.
Simplify your sales workflow with a seamless connection between Badger Maps and Salesmate. Each time a new check-in occurs in Badger Maps, a corresponding note is instantly created in Salesmate. This automation not only saves time but helps you keep track of client meetings and interactions, ensuring you never miss out on important details again.
- When this happens...New Check-In
Triggers when you or a user you manage checks-in at an Account.
- automatically do this!Add Note
Adds Note based on previous step.
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Email Address or User IDRequired
