Integrate Salesmate with LeanKit

Send information between Salesmate and LeanKit automatically, without writing any code, using Zoho Flow.

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Create deal in Salesmate for new card in LeanKit

If you have a board where you add follow-up tasks for successful deals, you'll want to log them in your CRM as soon as the task is created. This flow automates that process⁠—every time a new card is added to a set board in LeanKit, a new deal is created in Salesmate.

How it works
1. A new card is created in LeanKit.
2. Zoho Flow automatically creates a deal in Salesmate for the new card.
Use this flow
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Create deal in Salesmate for new card in LeanKit

LeanKit + Salesmate

Build your own integrations between Salesmate and LeanKit

Connect Salesmate and LeanKit with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and LeanKit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

All Actions - Actions are the automated tasks

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

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

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.

CRM

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.

Project Management

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.

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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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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