
When this happens...
New Contact Arrives

Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact arrives
Action is the task that follows automatically within your Sozuri (Kenya) SMS integrations.
Add contacts to project group
Send an SMS to a user
Update an existing contact
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.

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To start, connect both your Sozuri (Kenya) SMS and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Sozuri (Kenya) SMS triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Sozuri (Kenya) SMS data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Sozuri (Kenya) SMS and Salesmate 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 Sozuri (Kenya) SMS and Salesmate. 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.
Sozuri is a platform designed to streamline and enhance the process of online collaboration and project management, enabling teams to work together efficiently from anywhere.
Learn MoreSalesmate 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 More