Manually Create Salesmate Companies
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This workflow enables you to instantly create new company records within Salesmate with a single click. It's perfect for quickly adding new prospects or client information to your CRM on demand, streamlining your sales process.
About This Workflow
This n8n workflow offers a highly efficient and straightforward solution for sales teams and individuals who need to rapidly add new company profiles to their Salesmate CRM. Triggered manually, it provides an on-demand mechanism to ensure your CRM is always up-to-date with the latest prospect or client information. Ideal for scenarios where quick data entry is paramount, this workflow eliminates repetitive manual input within Salesmate's native interface. It significantly streamlines the initial stage of customer relationship management, allowing users to focus more on engaging with leads and less on administrative tasks. Configure it once and effortlessly create new company records whenever needed, enhancing data consistency and saving valuable time in your sales process.
Key Features
- Instant Company Creation: Quickly generate new company records in Salesmate with a single manual trigger.
- Salesmate Integration: Seamlessly connects with your Salesmate CRM account to add new data.
- On-Demand Execution: Run the workflow precisely when you need to add new company data, offering flexibility.
- Simplified Data Entry: Automates the creation process, reducing manual input errors and saving valuable time.
How To Use
- Manual Trigger Node (
On clicking 'execute'): This node is pre-configured. To initiate the workflow, simply click the 'Execute Workflow' button within the n8n editor or via a pre-configured webhook if you've exposed one. - Salesmate Node (
Salesmate):- Credentials: The first step is to establish a connection to your Salesmate account. Click on the 'Credentials' field within the Salesmate node, then select 'New Salesmate API Account.' Follow the prompts to authenticate by providing your Salesmate API URL and API Token.
- Resource: Ensure that 'company' is selected as the resource type. This tells the node you intend to create a company record.
- Operation: The default operation for creating a company will be automatically selected based on the resource.
- Additional Fields: To populate more details about the company (e.g., website, phone number, industry) during creation, expand the 'Additional Fields' section. You can then map data from previous nodes (if applicable) or input static values for specific fields. For this basic workflow, it's set to create a default company with minimal information.
Apps Used
Workflow JSON
{
"id": "63b0c4c2-4b57-4f96-b583-76eaa730ecdc",
"name": "Manually Create Salesmate Companies",
"nodes": 24,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 63b0c4c2-4b57...
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