Integrate LeanKit with Salesmate
Send information between LeanKit and Salesmate automatically, without writing any code, using Zoho Flow.
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Create deal in Salesmate for new card in LeanKit
How it works
Create deal in Salesmate for new card in LeanKit
LeanKit + Salesmate
Build your own integrations between LeanKit and Salesmate
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Supported triggers and actions
Integrate LeanKit and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New card
Triggers when a new card is created in the selected board
Card moved
Triggers when a card is moved within the selected board
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New activity
Triggers when a new activity is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add comment
Adds a comment to the selected card
Add comment by external ID
Adds a comment to a card using external ID
Move card within a board by external ID
Moves a card within a board using external ID
Create card
Creates a new card in the selected board
Move card to another board
Moves a card from one board to another
Update card
Updates an existing card
Move card to another board by external ID
Moves a card from one board to another using external ID
Move card within board
Moves a card from one lane to another in the selected board
Fetch card
Fetches an existing card by title
Create contact
Creates a new contact
Create company
Creates a new company
Create activity
Creates a new activity
Create deal
Creates a new deal
Update company
Updates the details of an existing company
Update activity
Updates the details of an existing activity
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Fetch deal
Fetches a deal by title or ID
Fetch activity
Fetches an activity by title or ID
Fetch contact
Fetches a contact by name, ID, or email
Fetch company
Fetches a company by name, ID, or website
What is LeanKit?
LeanKit is project management software that lets you plan and manage your tasks efficiently. Organize tasks on customizable boards, visualize processes with verticals lanes, and share status updates with your team.
Similar apps
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
