
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group

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.
Triggers when a contact record in ActiveTrail is updated.
Triggers when a contact unsubscribes from receiving further emails.
Triggers when a contact is removed from a group (any group).
Triggers when a contact is added via a signup form.
Triggers when a contact is added via a landing page.
Triggers when a contact is added to a group (any group)
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group by ID
Get details of an Automation by ID
Get a list of all Automations
Delete a campaign by ID
Delete a single contact by ID
List all the account emails sending profiles.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ActiveTrail and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveTrail triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how ActiveTrail 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 ActiveTrail 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 ActiveTrail 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.
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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