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How Zapier works

Zapier makes it easy to integrate Salesmate with Storage by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesmate

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesmate, a trigger could be "New User."

A trigger is the event that kicks off your automated workflow.

Setup an action from Storage by Zapier

An action is what takes place after the automation is triggered. For example, with Storage by Zapier, the action could be "Increment Value."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesmate to Storage by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesmate to Storage by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Salesmate and Storage by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It

Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Activity Id
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Activity Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write
- Key
  Required
- Increment Amount
Action
Write
- Key
  Required
- Name
  Required
- Location
Action
Write
- Key
  Required
- Key
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Name
  Required
Action
Write
Get All Values
Get all values stored.
Action
Search
- Key
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Child Values
Action
Search or write
- Key
  Required
- Name
  Required
Action
Search or write

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
- Select Module
  Required
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Activity Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write
- Key
  Required
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Name
  Required
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or write

Learn how to automate Salesmate on the Zapier blog

Learn how to automate Storage by Zapier on the Zapier blog

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

Related categories

Similar apps

Zapier Tables

Databases, Spreadsheets, Zapier

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Explore Salesmate + Storage by Zapier Integrations

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