Zixflow

Delegmate for Zixflow

An AI teammate that works in Zixflow

An AI teammate with its own Google Workspace account. Connect Zixflow and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

About Zixflow

AI-CRM and Messaging Across SMS, Email, and WhatsApp

What it does in Zixflow

  • Keeps Zixflow records current after every email, call and meeting
  • Adds new leads and contacts with the context from the conversation
  • Moves deals forward and logs every activity
  • Prepares a brief on an account before you talk to them

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect Zixflow

    From its Apps tab with your API key, with the Zixflow account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

Questions

How does it connect to Zixflow?

With a Zixflow API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Zixflow account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Zixflow without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Zixflow seat?

No. It works through the connection your team sets up, so there is no extra Zixflow seat to buy for it.

Is Delegmate made by Zixflow?

No. Delegmate is independent and is not affiliated with or endorsed by Zixflow. Zixflow is a trademark of its owner.

More CRM and sales apps

All integrations

Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Zixflow is a trademark of its owner. Delegmate is not affiliated with or endorsed by Zixflow.