Connect Salesmate and Intercom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Ready to use Salesmate and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
Contact Unsubscribes From Emails
Runs when Contact Unsubscribes From Emails
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Intercom (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesmate and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreAbout Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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