Connect Appcues and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Flow
New Segment
New Checklist
New Banner
Choose an Action
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
Ready to use Appcues and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Flow
Triggers when a new flow is created.
New Segment
Triggers when a new segment is created.
New Checklist
Triggers when a new checklist is created.
New Banner
Triggers when a new banner is created.
Do thisActions
Action is the task that follows automatically within your Appcues integrations.
Update a Segment
Updates a Segment by its ID.
Create Segment
Creates a new segment.
Update a Group Profile
Updates the profile attributes for the selected group.
Update a User Profile
Updates the profile attributes for the selected user.
Send an Event
Sends a user event to Appcues.
List Flows
List all Flows
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Frequently Asked Questions
To start, connect both your Appcues and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Appcues 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 Appcues 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 Appcues 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.
About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MoreAbout 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.
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