Connect ClientSuccess to Salesmate and automate any workflow
![ClientSuccess](https://zapier-images.imgix.net/storage/developer/7f1972604261095b78ef74be3a232992.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ClientSuccess](https://zapier-images.imgix.net/storage/developer/7f1972604261095b78ef74be3a232992.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Salesmate](https://zapier-images.imgix.net/storage/developer/030da36d7d5b50090a16a61635c6f270.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Salesmate](https://zapier-images.imgix.net/storage/developer/030da36d7d5b50090a16a61635c6f270.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate ClientSuccess with Salesmate - no code necessary. See how you can get setup in minutes.
Select a trigger from ClientSuccess
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Salesmate
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected ClientSuccess to Salesmate
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect ClientSuccess and Salesmate to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect ClientSuccess and Salesmate to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ClientRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Interaction TypeRequired
- Contact ID
- Employee
- Note
- Subject
- Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- ClientRequired
- Note
- AmountRequired
- QuantityRequired
- Start DateRequired
- End DateRequired
- Is Recurring?Required
- Auto Renew?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task UUIDRequired
- EmployeeRequired
- NameRequired
- Note
- Due Date
- Completed
- Start DateRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External IDRequired
- NameRequired
- StatusRequired
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New User
Triggers when a new user/employee is added to your organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- StatusRequired
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage ValueRequired
- Forecast Type Value
- Tenant Product IDRequired
- Line Number
- Product Code
- Description
- QuantityRequired
- TotalRequired
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Risk LevelRequired
- Employee
- Note
- Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- EmployeeRequired
- NameRequired
- Note
- Due Date
- Start DateRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- ClientRequired
- First NameRequired
- Last NameRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Find or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Select ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found