Connect Bika.ai and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
On Form Submitted
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
On Form Submitted
Triggered upon creation and submission of a new form.
Do thisActions
Action is the task that follows automatically within your Bika.ai integrations.
Create Role
Create Role
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.
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Frequently Asked Questions
To start, connect both your Bika.ai and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Bika.ai triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Bika.ai 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 Bika.ai 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 Bika.ai 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 Bika.ai
Bika.ai is an innovative platform leveraging artificial intelligence to enhance business processes and decision-making. It offers AI-driven solutions that help organizations automate tasks, analyze data, and gain insights to improve efficiency and productivity.
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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